Heartwood Wealth Advisors LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 11 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2023
NameSharesValueWeighting ↓
STRATEGIC INVESTMENT MANAGEMENT, LLC 358,960$17,179,82521.04%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 9,825,255$489,592,46711.76%
Aprio Wealth Management, LLC 552,493$27,530,7267.56%
Eagle Bluffs Wealth Management LLC 171,471$8,544,4006.56%
New Harbor Financial Group, LLC 379,690$18,919,9306.26%
Resource Planning Group 127,262$6,341,4725.38%
Trail Ridge Investment Advisors, LLC 146,779$7,313,9984.97%
Seascape Capital Management 192,791$9,6074.55%
SHELTON WEALTH MANAGEMENT, LLC 109,472$5,455,0344.36%
Artemis Wealth Advisors, LLC 445,085$22,178,5914.15%
View complete list of ISHARES INC shareholders