Evanson Asset Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is DVYE and the CUSIP is 464286319. A total of 127 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 2.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q1 2022$632,000
-15.1%
19,3130.0%0.06%
-7.6%
Q4 2021$744,000
-2.0%
19,313
-1.1%
0.07%
-15.4%
Q3 2021$759,000
+1.2%
19,524
+1.1%
0.08%0.0%
Q2 2021$750,000
-0.9%
19,3130.0%0.08%
-30.4%
Q1 2021$757,000
+5.0%
19,313
-0.3%
0.11%
-2.6%
Q4 2020$721,000
+38.9%
19,363
+12.2%
0.12%
+22.3%
Q3 2020$519,000
-3.9%
17,2500.0%0.09%
-12.1%
Q2 2020$540,000
+11.1%
17,2500.0%0.11%
-7.8%
Q1 2020$486,000
-30.7%
17,2500.0%0.12%
-15.9%
Q4 2019$701,000
+8.9%
17,250
+0.3%
0.14%
+4.5%
Q3 2019$644,000
-8.3%
17,2000.0%0.13%
-7.0%
Q2 2019$702,000
+1.4%
17,2000.0%0.14%
-0.7%
Q1 2019$692,000
+7.5%
17,2000.0%0.14%
-2.7%
Q4 2018$644,000
-3.7%
17,2000.0%0.15%
+8.1%
Q3 2018$669,000
-1.2%
17,2000.0%0.14%
+1.5%
Q2 2018$677,000
-9.2%
17,2000.0%0.13%
-12.4%
Q1 2018$746,000
+3.8%
17,2000.0%0.15%
+4.8%
Q4 2017$719,00017,2000.15%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 176,778$4,702,0003.58%
Argent Advisors, Inc. 83,722$2,227,0001.25%
Fort Point Capital Partners LLC 251,486$6,690,0001.09%
BEACON FINANCIAL GROUP 164,451$4,363,0000.65%
Samalin Investment Counsel, LLC 28,914$769,0000.54%
Endowment Wealth Management, Inc. 15,578$414,0000.50%
Heartwood Wealth Advisors LLC 113,276$3,013,0000.50%
Element Wealth, LLC 18,051$480,0000.48%
MARYLAND CAPITAL ADVISORS INC. 16,966$451,0000.48%
CONSULTIVA WEALTH MANAGEMENT, CORP. 630$17,000,0000.48%
View complete list of ISHARES INC shareholders