BerganKDV Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is URTH and the CUSIP is 464286392. A total of 154 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q4 2022$7,533,334
+7829.8%
68,955
+9750.7%
0.82%
+8060.0%
Q4 2021$95,000
-86.9%
700
-90.5%
0.01%
-92.2%
Q4 2019$727,000
+7.5%
7,3600.0%0.13%
-3.7%
Q3 2019$676,000
+0.9%
7,3600.0%0.13%
+1.5%
Q2 2019$670,000
+2.6%
7,3600.0%0.13%
-0.8%
Q1 2019$653,000
-83.9%
7,360
-85.7%
0.13%
-86.0%
Q4 2018$4,051,00051,3610.95%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
BEAM WEALTH ADVISORS, INC. 20,034$2,568,0002.95%
Sumitomo Mitsui DS Asset Management Company, Ltd 667,511$85,548,0001.82%
CX Institutional 159,880$20,490,0001.64%
Mount Capital Ltd 37,451$4,800,0001.40%
Arlington Financial Advisors, LLC 25,345$3,248,0001.23%
FIFTH THIRD SECURITIES, INC. 2,493$320,0000.95%
PRUDENTIAL PLC 484,710$62,120,0000.90%
MCDONALD PARTNERS LLC 19,300$2,473,0000.54%
Banco Santander, S.A. 336,803$43,165,0000.46%
Fullerton Fund Management Co Ltd. 67,900$8,702,0000.46%
View complete list of ISHARES INC shareholders