Endowment Wealth Management, Inc. - ISHARES INC ownership

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$433,762
+12.3%
12,454
+19.4%
0.39%
+9.9%
Q2 2023$386,145
+7.4%
10,431
+4.6%
0.35%
-1.9%
Q1 2023$359,408
+31.5%
9,970
+26.6%
0.36%
+19.9%
Q4 2022$273,399
+32.1%
7,877
+22.8%
0.30%
+19.9%
Q3 2022$207,0006,4170.25%
Other shareholders
ISHARES INC shareholders Q4 2023
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