SUMMIT WEALTH & RETIREMENT PLANNING, INC. - ISHARES INC ownership

ISHARES INC's ticker is EMHY and the CUSIP is 464286285. A total of 77 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of ISHARES INC
ValueSharesWeighting
Q1 2023$388,591
+42.0%
11,027
+40.9%
0.14%
+30.6%
Q4 2022$273,749
-14.5%
7,827
-20.7%
0.11%
-12.6%
Q3 2022$320,000
-5.9%
9,8700.0%0.13%
-3.1%
Q2 2022$340,000
-13.5%
9,8700.0%0.13%
-5.8%
Q1 2022$393,000
-7.5%
9,8700.0%0.14%
-4.1%
Q4 2021$425,0009,8700.14%
Other shareholders
ISHARES INC shareholders Q1 2023
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 580,989$25,354,0006.93%
Tri-Star Advisors Inc. 132,544$5,813,0003.64%
Semmax Financial Advisors Inc. 118,441$5,169,0002.46%
Mount Lucas Management LP 79,496$3,469,0000.72%
MD Financial Management Inc. 224,490$9,797,0000.40%
Columbus Macro, LLC 26,045$1,137,0000.35%
HOWARD WEALTH MANAGEMENT, LLC 9,405$410,0000.29%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 72,475$3,163,0000.28%
Snowden Capital Advisors LLC 62,599$2,731,8330.22%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15,956$696,0000.22%
View complete list of ISHARES INC shareholders