Security Details
| Security Name: | ISHARES INC CORE MSCI EMERGING |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 46434g103 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.16B | - | 13 | - |
| 2024-09-30 | $0.13B | -18.6% | 12 | -7.7% |
| 2024-12-31 | $0.05B | -58.5% | 9 | -25.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| SENTINEL TRUST CO LBA | $16.1M | 307K | 1.8% |
| BOSTON RESEARCH & MANAGEMENT INC | $5.5M | 104K | 1.4% |
| SVB WEALTH LLC | $21.3M | 408K | 0.4% |
| SLATESTONE WEALTH, LLC | $2.3M | 43K | 0.2% |
| NORTH STAR ASSET MANAGEMENT INC | $3.6M | 68K | 0.2% |
| TUFTON CAPITAL MANAGEMENT | $0.6M | 10K | 0.1% |
| JMG FINANCIAL GROUP, LTD. | $1.4M | 27K | 0.1% |
| ANCORA ADVISORS LLC | $1.6M | 30K | 0.0% |
| BAHL & GAYNOR INC | $0.8M | 15K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| IAU | US | ISHARES GOLD TRUST | 0.002 | 2 | 1017 |
| VTI | US | VANGUARD TOTAL STOCK MKT ETF | 0.001 | 2 | 2173 |
| KO | US | COCA-COLA CO/THE | 0.001 | 2 | 2356 |
| PG | US | PROCTER & GAMBLE CO/THE | 0.001 | 2 | 2815 |
| SPY | US | SPDR S&P 500 ETF TRUST | 0.001 | 2 | 2907 |
| AAPL | US | APPLE INC | 0.001 | 2 | 3956 |
| MSFT | US | MICROSOFT CORP | 0.000 | 2 | 4177 |