Wambolt & Associates, LLC - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 2 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$1,126,068
+1.3%
43,511
+1.2%
0.41%
+3.3%
Q2 2023$1,111,999
+1.2%
42,984
+1.0%
0.40%
+1.5%
Q1 2023$1,098,568
+0.9%
42,547
-0.5%
0.39%
-6.7%
Q4 2022$1,088,822
+4.1%
42,749
-0.5%
0.42%
-5.9%
Q3 2022$1,046,000
-7.0%
42,953
+2.4%
0.44%
-1.8%
Q2 2022$1,125,000
-14.6%
41,963
+4.8%
0.45%
-5.6%
Q1 2022$1,317,000
+20.6%
40,044
+26.6%
0.48%
+21.3%
Q4 2021$1,092,000
+17.9%
31,635
+15.8%
0.40%
+6.5%
Q3 2021$926,000
+94.9%
27,314
+91.4%
0.37%
+83.7%
Q2 2021$475,000
+71.5%
14,272
+53.3%
0.20%
+40.3%
Q1 2021$277,0009,3100.14%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 192,853$5,940,0004.37%
Burt Wealth Advisors 110,376$3,400,0003.61%
Brouwer & Janachowski, LLC 225,371$6,941,0002.99%
Camarda Financial Advisors, LLC 105,679$3,255,0002.07%
CABOT WEALTH MANAGEMENT INC 193,121$5,948,0001.47%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 246,244$7,584,0000.91%
New England Private Wealth Advisors LLC 72,199$2,221,0000.88%
BANK OF THE WEST 161,780$4,983,0000.73%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 77,672$2,392,0000.58%
EXANE DERIVATIVES 130,629$4,023,240,0000.56%
View complete list of ISHARES INC shareholders