Heartwood Wealth Advisors LLC - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 97 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is 0.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2024$807,983
-3.8%
29,424
+0.3%
0.10%
-5.8%
Q1 2024$840,276
+13.4%
29,329
+4.1%
0.10%
+4.0%
Q4 2023$741,266
+1.5%
28,1850.0%0.10%
-8.3%
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 ↓
Burt Wealth Advisors 238,138$7,082,0007.21%
Stonehearth Capital Management, LLC 251,207$7,470,0004.69%
Brouwer & Janachowski, LLC 228,851$6,806,0002.90%
CABOT WEALTH MANAGEMENT INC 329,605$9,802,0002.38%
Camarda Financial Advisors, LLC 131,346$3,906,0002.17%
New England Private Wealth Advisors LLC 76,458$2,284,0000.89%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 254,345$7,564,0000.85%
EXANE DERIVATIVES 212,705$6,325,595,0000.70%
BANK OF THE WEST 134,524$4,000,0000.56%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 75,803$2,254,0000.54%
View complete list of ISHARES INC shareholders