Strategic Financial Planning, Inc. - ISHARES INC ownership

ISHARES INC's ticker is LEMB and the CUSIP is 464286517. A total of 80 filers reported holding ISHARES INC in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Strategic Financial Planning, Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$743,918
-7.3%
21,359
-1.5%
0.68%
-3.7%
Q2 2023$802,654
-3.6%
21,682
-6.1%
0.71%
-6.6%
Q1 2023$832,642
+1.3%
23,097
-2.5%
0.76%
-4.5%
Q4 2022$822,290
+7.1%
23,690
-0.3%
0.80%
-0.4%
Q3 2022$768,000
-7.2%
23,762
-1.9%
0.80%
+0.4%
Q2 2022$828,000
-6.1%
24,231
+1.5%
0.80%
+8.7%
Q1 2022$882,000
-8.6%
23,882
-2.9%
0.73%
+5.8%
Q4 2021$965,000
-3.5%
24,601
+4.2%
0.69%
-5.3%
Q3 2021$1,000,000
-0.8%
23,603
+2.2%
0.73%
+0.7%
Q2 2021$1,008,000
+3.5%
23,102
+1.0%
0.73%
+0.1%
Q1 2021$974,000
+5.2%
22,881
+11.9%
0.73%
-10.5%
Q4 2020$926,000
+14.6%
20,456
+5.9%
0.81%
-3.5%
Q3 2020$808,000
+5.1%
19,313
+2.5%
0.84%
-1.9%
Q2 2020$769,000
+14.8%
18,845
+5.4%
0.86%
-3.5%
Q1 2020$670,000
-24.8%
17,882
-12.0%
0.89%
+2.4%
Q4 2019$891,00020,3110.87%
Other shareholders
ISHARES INC shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Management Professionals, Inc. 209,996$10,537,0005.45%
UBP Investment Advisors SA 77,906$3,923,0004.23%
New Capital Management LP 27,160$1,368,0003.55%
STERLING INVESTMENT ADVISORS LLC /ADV 75,045$3,779,0003.12%
FinTrust Investment Advisory Services, LLC 55,192$2,779,0002.54%
6 Meridian 204,811$10,312,0001.16%
Legacy Private Trust Co. 193,442$9,740,0001.14%
V Wealth Advisors LLC 37,711$1,896,0001.01%
KCS Wealth Advisory 19,724$993,0000.90%
Edgemoor Investment Advisors, Inc. 113,836$5,732,0000.76%
View complete list of ISHARES INC shareholders