Upper Left Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is LEMB and the CUSIP is 464286517. A total of 92 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$252,797
+24.1%
7,258
+31.9%
0.26%
+16.4%
Q2 2023$203,648
-0.7%
5,501
+5.2%
0.23%
+10.2%
Q4 2021$205,0005,2310.20%
Other shareholders
ISHARES INC shareholders Q3 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