LAKE STREET PRIVATE WEALTH, LLC - ISHARES INC ownership

ISHARES INC's ticker is EPP and the CUSIP is 464286665. A total of 192 filers reported holding ISHARES INC in Q4 2020. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,452,255
+3.0%
61,568
+9.2%
0.44%
+5.5%
Q2 2023$2,381,282
+1.7%
56,375
+5.5%
0.42%
-4.3%
Q1 2023$2,340,754
+11.0%
53,454
+8.5%
0.44%
+0.2%
Q4 2022$2,108,062
+18.0%
49,262
+3.5%
0.44%
+6.3%
Q3 2022$1,786,000
-8.3%
47,611
+1.8%
0.41%0.0%
Q2 2022$1,947,000
-13.3%
46,755
+2.4%
0.41%
+1.7%
Q1 2022$2,246,000
-4.9%
45,639
-7.7%
0.40%
-2.7%
Q4 2021$2,362,000
-1.5%
49,459
+0.7%
0.41%
-28.9%
Q3 2021$2,397,000
+0.0%
49,134
+5.7%
0.58%
-4.6%
Q2 2021$2,396,000
-2.6%
46,470
-5.1%
0.61%
-10.3%
Q1 2021$2,460,000
+11.0%
48,974
+5.8%
0.68%
+6.2%
Q4 2020$2,216,000
+17.3%
46,285
-0.6%
0.64%
+0.8%
Q3 2020$1,889,000
+4.2%
46,543
+2.0%
0.64%
-5.5%
Q2 2020$1,813,000
+20.9%
45,609
+3.1%
0.67%
-1.6%
Q1 2020$1,500,000
-23.4%
44,227
+4.6%
0.68%
-8.9%
Q4 2019$1,957,000
+4.3%
42,278
+0.8%
0.75%
-12.2%
Q3 2019$1,877,000
-5.8%
41,960
-0.6%
0.85%
-27.3%
Q2 2019$1,993,000
+2.5%
42,193
-0.4%
1.17%
-12.2%
Q1 2019$1,945,00042,3801.34%
Other shareholders
ISHARES INC shareholders Q4 2020
NameSharesValueWeighting ↓
METLIFE INC 12,592$598,9695.44%
Israel Discount Bank of New York 65,755$3,141,0001.94%
Proquility Private Wealth Partners, LLC 86,716$4,126,0001.45%
Greytown Advisors Inc. 70,890$3,404,0001.45%
Elmwood Wealth Management, Inc. 57,555$2,749,0001.31%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 22,629$1,081,0000.76%
Congress Wealth Management LLC / DE / 655,825$31,321,0000.62%
Stelac Advisory Services LLC 47,090$2,249,0000.61%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,860$761,0000.55%
Palisades Hudson Asset Management, L.P. 24,781$1,184,0000.50%
View complete list of ISHARES INC shareholders