VERITY Wealth Advisors - ISHARES INC ownership

ISHARES INC's ticker is EPP and the CUSIP is 464286665. A total of 192 filers reported holding ISHARES INC in Q3 2022. The put-call ratio across all filers is 119.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
VERITY Wealth Advisors ownership history of ISHARES INC
ValueSharesWeighting
Q4 2023$249,173
+9.1%
5,7400.0%0.21%
-0.5%
Q3 2023$228,337
-5.8%
5,7400.0%0.22%
-1.4%
Q2 2023$242,458
-3.5%
5,7400.0%0.22%
-6.4%
Q1 2023$251,355
+2.3%
5,7400.0%0.23%
-3.3%
Q4 2022$245,615
+14.2%
5,7400.0%0.24%
+9.0%
Q3 2022$215,000
-10.0%
5,7400.0%0.22%
-4.7%
Q2 2022$239,000
-15.5%
5,7400.0%0.23%
-7.2%
Q1 2022$283,000
+3.3%
5,7400.0%0.25%
+9.6%
Q4 2021$274,000
-2.1%
5,7400.0%0.23%
-8.8%
Q3 2021$280,000
-5.7%
5,7400.0%0.25%
-7.1%
Q2 2021$297,000
+3.1%
5,7400.0%0.27%
+5.5%
Q1 2021$288,000
+4.7%
5,7400.0%0.26%
+2.0%
Q4 2020$275,000
+18.0%
5,7400.0%0.25%
+5.0%
Q3 2020$233,000
+2.2%
5,7400.0%0.24%
-2.5%
Q2 2020$228,000
-14.3%
5,7400.0%0.24%
-4.7%
Q4 2019$266,000
+3.5%
5,7400.0%0.26%
+1.2%
Q3 2019$257,000
-5.2%
5,7400.0%0.25%
-5.2%
Q2 2019$271,000
+3.0%
5,7400.0%0.27%
-0.7%
Q1 2019$263,000
+12.4%
5,7400.0%0.27%0.0%
Q4 2018$234,0005,7400.27%
Other shareholders
ISHARES INC shareholders Q3 2022
NameSharesValueWeighting ↓
METLIFE INC 12,830$632,3395.23%
Israel Discount Bank of New York 64,390$3,169,0002.08%
Proquility Private Wealth Partners, LLC 101,233$4,347,0001.82%
Greytown Advisors Inc. 72,017$3,545,0001.71%
Elmwood Wealth Management, Inc. 66,141$3,255,0001.67%
Stelac Advisory Services LLC 43,677$2,150,0000.77%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 21,371$1,052,0000.74%
Congress Wealth Management LLC / DE / 625,548$30,791,0000.67%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,860$775,0000.60%
Palisades Hudson Asset Management, L.P. 24,840$1,223,0000.57%
View complete list of ISHARES INC shareholders