BerganKDV Wealth Management, LLC - ISHARES INC ownership

ISHARES INC's ticker is EEMV and the CUSIP is 464286533. A total of 435 filers reported holding ISHARES INC in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q2 2023$708,143
-9.2%
12,880
-9.9%
0.07%
-11.2%
Q1 2023$779,860
-97.0%
14,291
-97.1%
0.08%
-97.2%
Q4 2022$25,966,603
-3.9%
489,474
-8.2%
2.81%
-13.0%
Q3 2022$27,023,000
-3.8%
533,208
+5.3%
3.23%
+0.6%
Q2 2022$28,079,000
-3.5%
506,565
+6.3%
3.22%
+3.3%
Q1 2022$29,089,000
-0.9%
476,631
+2.0%
3.11%
+1.5%
Q4 2021$29,357,000
+6.6%
467,312
+6.4%
3.06%
-1.8%
Q3 2021$27,534,000
+927.4%
439,349
+951.9%
3.12%
+881.4%
Q2 2021$2,680,000
-25.2%
41,767
-26.4%
0.32%
-30.9%
Q1 2021$3,584,000
-85.3%
56,751
-85.8%
0.46%
-86.6%
Q4 2020$24,382,000
+14.4%
399,182
+3.4%
3.43%
+1.7%
Q3 2020$21,311,000
+9.3%
386,217
+3.0%
3.37%
+1.0%
Q2 2020$19,500,000
+24.4%
374,992
+12.2%
3.34%
+4.0%
Q1 2020$15,679,000
-10.3%
334,157
+12.2%
3.21%
+3.2%
Q4 2019$17,473,000
+0.9%
297,866
-1.8%
3.11%
-9.1%
Q3 2019$17,315,000
+1.1%
303,296
+4.2%
3.42%
+1.0%
Q2 2019$17,130,000
+7.4%
291,038
+8.1%
3.39%
+3.9%
Q1 2019$15,952,000269,1353.26%
Other shareholders
ISHARES INC shareholders Q2 2022
NameSharesValueWeighting ↓
Wealthsimple Inc. 12,372,775$685,823,00023.99%
Southern Wealth Management, LLP 327,520$18,154,0006.95%
Lester Murray Antman dba SimplyRich 219,766$12,181,0005.06%
Wade Financial Advisory, Inc 179,287$9,938,0004.71%
Friedenthal Financial 126,242$6,998,0004.60%
Wharton Business Group, LLC 993,424$55,066,0003.64%
Keystone Financial Services 116,207$6,443,0003.50%
Stone House Investment Management, LLC 136,441$7,563,0003.42%
Brio Consultants, LLC 265,601$14,401,0003.27%
BerganKDV Wealth Management, LLC 506,565$28,079,0003.22%
View complete list of ISHARES INC shareholders