Robertson Stephens Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is EPP and the CUSIP is 464286665. A total of 185 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,109,016
-4.9%
53,017
+1.0%
0.14%
-9.6%
Q2 2023$2,217,431
+53.2%
52,496
+58.8%
0.16%
+41.4%
Q1 2023$1,447,391
+11.9%
33,053
+9.3%
0.11%
-11.9%
Q4 2022$1,293,970
+27.2%
30,240
+11.5%
0.13%
+18.9%
Q3 2022$1,017,000
-12.8%
27,124
-3.2%
0.11%
-3.6%
Q2 2022$1,166,000
-27.9%
28,017
-14.7%
0.11%
-19.1%
Q1 2022$1,617,000
-2.4%
32,864
-4.6%
0.14%
-2.2%
Q4 2021$1,656,000
-4.8%
34,462
-3.4%
0.14%
-29.4%
Q3 2021$1,740,000
-4.9%
35,679
+0.9%
0.20%
-10.5%
Q2 2021$1,829,000
-5.8%
35,375
-8.5%
0.22%
-29.3%
Q1 2021$1,942,000
+5.7%
38,668
+0.7%
0.31%
-19.0%
Q4 2020$1,837,000
+64.9%
38,387
+39.7%
0.38%
+40.1%
Q3 2020$1,114,000
-51.5%
27,474
-52.5%
0.27%
-58.7%
Q2 2020$2,299,000
+0.1%
57,842
-14.6%
0.66%
-15.4%
Q1 2020$2,296,000
+56.1%
67,711
+113.1%
0.78%
+5.7%
Q4 2019$1,471,000
+15.7%
31,778
+11.8%
0.74%
+15.4%
Q3 2019$1,271,000
+100.5%
28,422
+111.7%
0.64%
+4.2%
Q2 2019$634,000
+15.5%
13,428
+12.3%
0.62%
+31.6%
Q1 2019$549,000
+12.7%
11,9550.0%0.47%
-3.7%
Q4 2018$487,00011,9550.49%
Other shareholders
ISHARES INC shareholders Q3 2023
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