UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES INC ownership

ISHARES INC's ticker is DVYE and the CUSIP is 464286319. A total of 155 filers reported holding ISHARES INC in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$11,838,552
-5.3%
497,000
-2.6%
0.08%
+14.7%
Q2 2023$12,501,063
-0.3%
510,247
-0.1%
0.07%
-2.9%
Q1 2023$12,536,913
+4.1%
510,877
+2.3%
0.07%
+2.9%
Q4 2022$12,041,774
+1.0%
499,244
-5.0%
0.07%
-2.9%
Q3 2022$11,917,000
-10.0%
525,457
+5.6%
0.07%
-4.1%
Q2 2022$13,240,000
-15.3%
497,731
+4.2%
0.07%
-3.9%
Q1 2022$15,627,000
-13.1%
477,883
+2.3%
0.08%
-8.4%
Q4 2021$17,977,000
+2.9%
466,923
+4.0%
0.08%
-4.6%
Q3 2021$17,473,000
+4.4%
449,170
+4.2%
0.09%
+3.6%
Q2 2021$16,743,000
+7.0%
430,956
+7.9%
0.08%
-3.4%
Q1 2021$15,644,000
+11.6%
399,276
+6.1%
0.09%
+3.6%
Q4 2020$14,012,000
+29.1%
376,358
+4.4%
0.08%
+18.3%
Q3 2020$10,852,000
+3.6%
360,414
+7.8%
0.07%
-6.6%
Q2 2020$10,471,000
+11.5%
334,310
+0.2%
0.08%
-2.6%
Q1 2020$9,392,000
-26.6%
333,629
+5.9%
0.08%
-6.0%
Q4 2019$12,794,000
+13.5%
314,970
+4.5%
0.08%
+5.1%
Q3 2019$11,275,000
-4.6%
301,314
+4.0%
0.08%
+2.6%
Q2 2019$11,816,000
+3.3%
289,687
+1.8%
0.08%
-3.8%
Q1 2019$11,440,000
+13.7%
284,497
+5.8%
0.08%0.0%
Q4 2018$10,062,000
-5.7%
268,817
-1.9%
0.08%
+6.7%
Q3 2018$10,667,000
+2.4%
274,152
+3.6%
0.08%
-3.8%
Q2 2018$10,421,000
-9.3%
264,697
-0.1%
0.08%
-11.4%
Q1 2018$11,489,000
+6.3%
264,912
+2.5%
0.09%
+3.5%
Q4 2017$10,806,000258,3300.08%
Other shareholders
ISHARES INC shareholders Q4 2021
NameSharesValueWeighting ↓
Revisor Wealth Management LLC 232,467$5,537,3644.70%
Sowa Financial Group, Inc. 166,560$3,9672.98%
Argent Advisors, Inc. 206,047$4,907,6442.24%
TCP Asset Management, LLC 191,415$4,559,5051.95%
Auto-Owners Insurance Co 1,750,000$41,685,0001.39%
Anson Capital, Inc. 19,416$462,4790.88%
All Season Financial Advisors, Inc. 31,674$754,4770.76%
Benchmark Investment Advisors LLC 17,772$423,3290.43%
CONSULTIVA WEALTH MANAGEMENT, CORP. 630$15,0070.38%
Crescent Grove Advisors, LLC 116,343$2,867,9900.36%
View complete list of ISHARES INC shareholders