Capasso Planning Partners LLC - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 93 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Capasso Planning Partners LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,650,124
+3.4%
102,243
+3.3%
1.42%
+2.9%
Q2 2023$2,561,758
+6.1%
99,024
+5.0%
1.38%
-2.7%
Q1 2023$2,413,496
+6.1%
94,314
+5.6%
1.42%
-2.3%
Q4 2022$2,274,344
+7.4%
89,295
+2.6%
1.45%
-2.0%
Q3 2022$2,118,000
-13.8%
87,001
-5.0%
1.48%
-15.2%
Q2 2022$2,457,000
-14.9%
91,601
+3.1%
1.74%
-14.4%
Q1 2022$2,887,000
-4.8%
88,816
+1.1%
2.04%
-8.0%
Q4 2021$3,033,00087,8742.22%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
DHK Financial Advisors, Inc. 151,993$3,939,6653.51%
Equita Financial Network, Inc. 159,125$4,1252.54%
Gould Capital, LLC 78,570$2,033,3921.64%
Endowment Wealth Management, Inc. 64,009$1,659,1031.49%
Capasso Planning Partners LLC 102,243$2,650,1241.42%
Worth Asset Management, LLC 36,906$956,6030.77%
Capital Analysts, LLC 365,411$9,4710.53%
Wambolt & Associates, LLC 43,511$1,126,0680.41%
CABOT WEALTH MANAGEMENT INC 77,188$2,0010.31%
CAHILL FINANCIAL ADVISORS INC 66,987$1,736,2930.29%
View complete list of ISHARES INC shareholders