Valeo Financial Advisors, LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 340 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is 24.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$6,283,236
+55.1%
126,093
+61.8%
0.29%
+54.6%
Q2 2023$4,051,582
+44.3%
77,945
+36.9%
0.18%
+37.0%
Q1 2023$2,808,556
-4.3%
56,934
-7.9%
0.14%
-16.1%
Q4 2022$2,933,921
+14.2%
61,806
+6.6%
0.16%
-1.8%
Q3 2022$2,568,000
-10.3%
57,988
-3.3%
0.16%
-8.9%
Q2 2022$2,864,000
-19.9%
59,963
-2.5%
0.18%
-1.1%
Q1 2022$3,577,000
-6.1%
61,480
-2.1%
0.18%
-11.7%
Q4 2021$3,809,000
+5.2%
62,828
+5.2%
0.21%
-0.5%
Q3 2021$3,622,000
+1600.5%
59,723
+1648.8%
0.21%
+1492.3%
Q2 2021$213,000
+4.9%
3,4150.0%0.01%
+44.4%
Q1 2021$203,000
+12.2%
3,415
+7.5%
0.01%0.0%
Q4 2020$181,000
+201.7%
3,177
+145.9%
0.01%
+80.0%
Q3 2020$60,000
+57.9%
1,292
+45.2%
0.01%
+66.7%
Q2 2020$38,0008900.00%
Other shareholders
ISHARES INC shareholders Q1 2023
NameSharesValueWeighting ↓
STRATEGIC INVESTMENT MANAGEMENT, LLC 358,960$17,179,82521.04%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 9,825,255$489,592,46711.76%
Aprio Wealth Management, LLC 552,493$27,530,7267.56%
Eagle Bluffs Wealth Management LLC 171,471$8,544,4006.56%
New Harbor Financial Group, LLC 379,690$18,919,9306.26%
Resource Planning Group 127,262$6,341,4725.38%
Trail Ridge Investment Advisors, LLC 146,779$7,313,9984.97%
Seascape Capital Management 192,791$9,6074.55%
SHELTON WEALTH MANAGEMENT, LLC 109,472$5,455,0344.36%
Artemis Wealth Advisors, LLC 445,085$22,178,5914.15%
View complete list of ISHARES INC shareholders