Heartwood Wealth Advisors LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 340 filers reported holding ISHARES INC in Q1 2023. The put-call ratio across all filers is 24.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$404,470
-3.5%
8,117
+0.6%
0.06%
+1.7%
Q2 2023$419,219
+5.4%
8,0650.0%0.06%0.0%
Q1 2023$397,846
+9.0%
8,065
+4.9%
0.06%
+3.5%
Q4 2022$365,092
+18.9%
7,691
+10.9%
0.06%
+7.5%
Q3 2022$307,000
-22.3%
6,935
-16.1%
0.05%
-18.5%
Q2 2022$395,000
-17.9%
8,2700.0%0.06%
-9.7%
Q1 2022$481,000
+93.2%
8,270
+101.0%
0.07%
+94.6%
Q4 2021$249,000
-0.4%
4,1150.0%0.04%
-5.1%
Q3 2021$250,000
-2.7%
4,1150.0%0.04%
-2.5%
Q2 2021$257,000
+10.8%
4,115
+5.2%
0.04%
+8.1%
Q1 2021$232,0003,9100.04%
Other shareholders
ISHARES INC shareholders Q1 2023
NameSharesValueWeighting ↓
Resource Planning Group 134,280$6,374,2735.11%
Eagle Bluffs Wealth Management LLC 87,678$4,162,0754.36%
Legacy Financial Advisors, Inc. 342,539$16,260,3103.50%
MFA WEALTH ADVISORS, LLC 195,442$9,277,6053.36%
AlphaCore Capital LLC 172,636$8,195,0353.18%
Fortis Advisors, LLC 76,417$3,627,5252.76%
Curi Wealth Management, LLC 406,046$19,274,9912.70%
Columbia Trust Co 01012016 99,133$4,705,8432.62%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,095,621$52,009,1292.50%
Rex Capital Advisors, LLC 78,551$3,7292.45%
View complete list of ISHARES INC shareholders