Source Financial Advisors LLC - ISHARES INC ownership

ISHARES INC's ticker is EMXC and the CUSIP is 46434G764. A total of 239 filers reported holding ISHARES INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$280,995
-39.5%
5,639
-36.9%
0.10%
-37.9%
Q2 2023$464,809
+3.8%
8,942
-1.5%
0.15%
+2.0%
Q1 2023$447,769
-39.8%
9,077
-42.1%
0.15%
-46.4%
Q4 2022$743,950
-3.4%
15,672
-9.8%
0.28%
-8.2%
Q3 2022$770,000
-10.8%
17,384
-3.8%
0.30%
-9.8%
Q2 2022$863,000
-19.9%
18,077
-2.5%
0.34%
+6.6%
Q1 2022$1,078,000
-6.4%
18,534
-2.5%
0.32%
+1.9%
Q4 2021$1,152,00019,0060.31%
Other shareholders
ISHARES INC shareholders Q4 2021
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