Heartwood Wealth Advisors LLC - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 2 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 1,080,220$27,642,8308.68%
DHK Financial Advisors, Inc. 123,891$3,170,3753.94%
Gould Capital, LLC 77,438$1,981,6381.53%
Endowment Wealth Management, Inc. 55,417$1,418,1261.42%
Capasso Planning Partners LLC 94,314$2,413,4961.42%
Capital Analysts, LLC 360,351$9,2210.53%
Wambolt & Associates, LLC 42,547$1,098,5680.39%
ETF Store, Inc. 19,379$485,4400.37%
LVZ, Inc. 96,372$2,466,1590.36%
CABOT WEALTH MANAGEMENT INC 79,622$2,0380.32%
View complete list of ISHARES INC shareholders