HEEM — ISHARES INC

Ownership history in Advisory Services Network, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES INC (HEEM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.0%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,970 -347 -2.8% 0.01% $416K $34.76
2025 Q3 REDUCED 12,317 -124 -1.0% 0.01% $414K $32.60
2025 Q2 REDUCED 12,441 -1,722 -12.2% 0.01% $380K $28.88
2025 Q1 ADDED 14,163 +2,587 +22.3% 0.01% $398K $26.95
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HEEM price (monthly, adj. close)

Other funds also holding HEEM

As of 2025 Q4 — sorted by position size

Friedenthal Financial 3Y 7Y 2.44% Forefront Analytics, LLC 3Y 7Y 1.85% Vertex Planning Partners, LLC 3Y 1.5% COLDSTREAM CAPITAL MANAGEMENT INC 3Y 7Y 0.14% Cranbrook Wealth Management, LLC 3Y 7Y 0.06% Wharton Business Group, LLC 3Y 7Y 0.02% Pictet Asset Management Holding SA 0.01% Whipplewood Advisors, LLC 0.01% Savant Capital, LLC 3Y 7Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01%
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