Southern Wealth Management, LLP - ISHARES INC ownership

ISHARES INC's ticker is EEMV and the CUSIP is 464286533. A total of 346 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Southern Wealth Management, LLP ownership history of ISHARES INC
ValueSharesWeighting
Q1 2023$12,195,712
+1.9%
223,487
-0.9%
4.74%
-1.5%
Q4 2022$11,963,647
-20.3%
225,516
-24.6%
4.81%
-20.3%
Q3 2022$15,004,000
-17.4%
298,942
-8.7%
6.04%
-13.2%
Q2 2022$18,154,000
+22.2%
327,520
+34.6%
6.95%
+43.7%
Q1 2022$14,856,000
+158.1%
243,417
+165.7%
4.84%
+112.4%
Q4 2021$5,756,000
-63.5%
91,623
-63.6%
2.28%
-50.8%
Q3 2021$15,762,000
+1.0%
251,504
+0.2%
4.63%
+2.9%
Q2 2021$15,613,000
-7.1%
251,102
-5.7%
4.50%
-18.7%
Q1 2021$16,810,000
+23.3%
266,146
+19.2%
5.54%
+7.1%
Q4 2020$13,638,000
-14.1%
223,273
-22.4%
5.17%
-11.6%
Q3 2020$15,873,000
+52.6%
287,662
+43.8%
5.85%
+189.3%
Q2 2020$10,403,000
-19.0%
200,055
-26.9%
2.02%
-24.4%
Q1 2020$12,843,000
+994.0%
273,719
+1268.0%
2.68%
+1115.9%
Q4 2019$1,174,00020,0090.22%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
BIEGEL & WALLER LLC 333,106$19,353,00012.17%
Stuart Chaussee & Associates, Inc. 266,708$15,594,00011.60%
New England Investment & Retirement Group, Inc. 189,903$11,033,0006.12%
CLEAR INVESTMENT RESEARCH, LLC 149,810$8,704,0005.91%
Stewardship Financial Advisors, LLC 175,395$10,190,0005.86%
Opes Advisors Inc 140,757$8,178,0005.24%
Bristol County Savings Bank 84,006$4,880,0004.85%
Neumann Capital Management, LLC 130,552$7,585,0004.70%
Vontobel Swiss Wealth Advisors AG 128,881$7,183,0004.38%
Friedenthal Financial 72,467$4,210,0003.79%
View complete list of ISHARES INC shareholders