HEEM — ISHARES INC

Ownership history in Forefront Analytics, LLC  ·  30 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, 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
6.04% (2019 Q4)
Avg. % of fund
3.18%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 60,169 +11,714 +24.2% 1.85% $2.1M $34.76
2025 Q3 REDUCED 48,455 -15,754 -24.5% 1.57% $1.6M $32.60
2025 Q1 ADDED 64,209 +1,183 +1.9% 2.07% $1.8M $26.95
2024 Q4 ADDED 63,026 +220 +0.4% 0.79% $1.7M $25.94
26 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% 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% Advisory Services Network, LLC 3Y 7Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01%
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