Heartwood Wealth Advisors LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 440 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.6%.

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 Q3 2023
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 16,112$916,0001.12%
tru Independence LLC 10,000$568,600,0001.03%
Cedar Wealth Management, LLC 30,512$1,735,0000.93%
Vanguard Capital Wealth Advisors 15,094$861,0000.79%
Versant Capital Management, Inc 24,744$1,406,0000.55%
InterOcean Capital Group, LLC 124,770$7,094,0000.44%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 10,610$640,0000.42%
OLD MISSION CAPITAL, LLC 93,544$5,318,0000.33%
Financial Advocates Investment Management 83,636$4,756,0000.32%
Fort Sheridan Advisors LLC 8,140$463,0000.23%
View complete list of ISHARES INC shareholders