9258 Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is EEMV and the CUSIP is 464286533. A total of 316 filers reported holding ISHARES INC in Q3 2021. The put-call ratio across all filers is 0.55 and the average weighting 0.3%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2022$204,000
-20.6%
3,683
-12.5%
0.05%
-13.3%
Q1 2022$257,000
-18.4%
4,211
-15.9%
0.06%
-16.7%
Q4 2021$315,000
+1.0%
5,010
+0.7%
0.07%
-13.3%
Q3 2021$312,000
-2.2%
4,9750.0%0.08%
-3.5%
Q2 2021$319,000
+1.9%
4,975
+0.4%
0.09%
-8.5%
Q1 2021$313,000
+3.3%
4,9540.0%0.09%
-5.1%
Q4 2020$303,000
+8.2%
4,954
-2.8%
0.10%
-6.6%
Q3 2020$280,000
+2.2%
5,095
-3.2%
0.11%
-4.5%
Q2 2020$274,000
+12.8%
5,266
+8.4%
0.11%
+3.7%
Q1 2020$243,000
-14.7%
4,8560.0%0.11%
+2.9%
Q4 2019$285,0004,8560.10%
Other shareholders
ISHARES INC shareholders Q3 2021
NameSharesValueWeighting ↓
Wealthsimple Inc. 12,372,775$685,823,00023.99%
Southern Wealth Management, LLP 327,520$18,154,0006.95%
Lester Murray Antman dba SimplyRich 219,766$12,181,0005.06%
Wade Financial Advisory, Inc 179,287$9,938,0004.71%
Friedenthal Financial 126,242$6,998,0004.60%
Wharton Business Group, LLC 993,424$55,066,0003.64%
Keystone Financial Services 116,207$6,443,0003.50%
Stone House Investment Management, LLC 136,441$7,563,0003.42%
Brio Consultants, LLC 265,601$14,401,0003.27%
BerganKDV Wealth Management, LLC 506,565$28,079,0003.22%
View complete list of ISHARES INC shareholders