ISHARES INC's ticker is EPP and the CUSIP is 464286665. A total of 4 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,406 | -15.6% | 10,518 | -10.4% | 0.11% | -16.8% |
| Q2 2023 | $496,024 | -8.6% | 11,743 | -5.3% | 0.13% | -13.8% |
| Q1 2023 | $542,733 | +1.1% | 12,394 | -1.2% | 0.15% | -2.6% |
| Q4 2022 | $536,843 | +5.1% | 12,546 | -7.9% | 0.16% | +2.6% |
| Q3 2022 | $511,000 | -10.5% | 13,618 | -0.7% | 0.15% | -11.1% |
| Q2 2022 | $571,000 | -18.3% | 13,720 | -3.5% | 0.17% | -7.6% |
| Q1 2022 | $699,000 | +2.0% | 14,211 | -0.9% | 0.18% | +3.4% |
| Q4 2021 | $685,000 | +4.3% | 14,338 | +6.5% | 0.18% | -6.3% |
| Q3 2021 | $657,000 | -1.9% | 13,465 | +3.9% | 0.19% | +2.7% |
| Q2 2021 | $670,000 | +13.0% | 12,960 | +9.8% | 0.19% | +14.8% |
| Q1 2021 | $593,000 | +4.6% | 11,808 | -0.4% | 0.16% | -3.0% |
| Q4 2020 | $567,000 | +17.9% | 11,854 | -0.1% | 0.17% | +8.4% |
| Q3 2020 | $481,000 | – | 11,865 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| METLIFE INC | 14,198 | $564,946 | 2.67% |
| H&H Retirement Design & Management INC | 57,145 | $2,272,000 | 2.01% |
| Israel Discount Bank of New York | 67,062 | $2,666,000 | 1.82% |
| Greytown Advisors Inc. | 47,976 | $1,908,000 | 1.77% |
| Elmwood Wealth Management, Inc. | 36,120 | $1,436,000 | 1.16% |
| Stelac Advisory Services LLC | 66,996 | $2,664,000 | 1.03% |
| NorthCoast Asset Management LLC | 330,526 | $13,156,000 | 0.75% |
| Palisades Hudson Asset Management, L.P. | 27,600 | $1,097,000 | 0.75% |
| LAKE STREET PRIVATE WEALTH, LLC | 45,609 | $1,813,000 | 0.67% |
| Robertson Stephens Wealth Management, LLC | 57,842 | $2,299,000 | 0.66% |