Curi Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is EEMA and the CUSIP is 464286426. A total of 104 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
Curi Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2022$1,355,000
+9.9%
19,902
+19.1%
0.26%
+22.5%
Q1 2022$1,233,000
+27.8%
16,704
+41.9%
0.21%
+27.5%
Q4 2021$965,000
-6.3%
11,771
-3.6%
0.17%
-64.8%
Q3 2021$1,030,000
+5.9%
12,205
+16.0%
0.47%
-2.9%
Q2 2021$973,000
+38.2%
10,520
+35.6%
0.49%
+9.4%
Q1 2021$704,000
+25.9%
7,760
+21.3%
0.45%
+10.4%
Q4 2020$559,0006,3990.40%
Other shareholders
ISHARES INC shareholders Q1 2022
NameSharesValueWeighting ↓
Sage Advisory Services, Ltd.Co. 365,172$24,868,0007.12%
Tolleson Wealth Management, Inc. 333,210$22,692,0006.42%
Wharton Business Group, LLC 323,992$22,064,0001.46%
PFS INVESTMENTS INC. 439,423$29,925,0000.60%
Blue Fin Capital, Inc. 22,009$1,498,0000.53%
Summit Trail Advisors, LLC 112,986$7,694,0000.48%
FDx Advisors, Inc. 115,754$7,883,0000.30%
Austin Private Wealth, LLC 19,088$1,300,0000.29%
Curi Wealth Management, LLC 19,902$1,355,0000.26%
Upper Left Wealth Management, LLC 2,984$203,0000.24%
View complete list of ISHARES INC shareholders