BerganKDV Wealth 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
BerganKDV Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2023$619,654
-0.5%
25,292
-0.4%
0.06%
-3.1%
Q1 2023$622,875
+18.8%
25,382
+16.8%
0.06%
+12.3%
Q4 2022$524,248
+11.8%
21,735
+5.2%
0.06%
+1.8%
Q3 2022$469,000
+10.6%
20,668
+29.5%
0.06%
+14.3%
Q2 2022$424,000
-4.9%
15,957
+16.9%
0.05%
+2.1%
Q1 2022$446,000
+59.9%
13,647
+88.2%
0.05%
+65.5%
Q4 2021$279,000
+0.4%
7,251
+1.4%
0.03%
-9.4%
Q3 2021$278,000
-0.7%
7,148
-1.0%
0.03%
-3.0%
Q2 2021$280,000
+0.7%
7,217
+1.7%
0.03%
-8.3%
Q1 2021$278,0007,0960.04%
Other shareholders
ISHARES INC shareholders Q3 2023
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