Heartwood Wealth Advisors LLC - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 100 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$730,555
+2.1%
28,185
+1.9%
0.11%
+5.9%
Q2 2023$715,564
+2.8%
27,660
+1.7%
0.10%
-1.9%
Q1 2023$695,971
+6.5%
27,197
+6.0%
0.10%
+2.0%
Q4 2022$653,433
+26.1%
25,655
+20.6%
0.10%
+13.3%
Q3 2022$518,000
-1.7%
21,272
+8.4%
0.09%
+3.4%
Q2 2022$527,000
-16.1%
19,631
+1.6%
0.09%
-7.4%
Q1 2022$628,000
-2.9%
19,317
+3.0%
0.09%
-3.1%
Q4 2021$647,000
+11.4%
18,754
+9.5%
0.10%
+7.8%
Q3 2021$581,000
+2.1%
17,127
-0.0%
0.09%
+3.4%
Q2 2021$569,000
+44.4%
17,132
+28.2%
0.09%
+38.1%
Q1 2021$394,000
+12.3%
13,362
-2.6%
0.06%
-6.0%
Q3 2020$351,000
+31.0%
13,714
+24.1%
0.07%
+26.4%
Q2 2020$268,00011,0550.05%
Other shareholders
ISHARES INC shareholders Q1 2023
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 192,853$5,940,0004.37%
Burt Wealth Advisors 110,376$3,400,0003.61%
Brouwer & Janachowski, LLC 225,371$6,941,0002.99%
Camarda Financial Advisors, LLC 105,679$3,255,0002.07%
CABOT WEALTH MANAGEMENT INC 193,121$5,948,0001.47%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 246,244$7,584,0000.91%
New England Private Wealth Advisors LLC 72,199$2,221,0000.88%
BANK OF THE WEST 161,780$4,983,0000.73%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 77,672$2,392,0000.58%
EXANE DERIVATIVES 130,629$4,023,240,0000.56%
View complete list of ISHARES INC shareholders