Robertson Stephens 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
Robertson Stephens Wealth Management, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q1 2022$735,000
-15.2%
22,4780.0%0.06%
-15.1%
Q4 2021$867,000
-25.8%
22,478
-25.2%
0.07%
-44.7%
Q3 2021$1,169,000
-20.0%
30,062
-20.1%
0.13%
-25.0%
Q2 2021$1,462,000
-1.9%
37,646
-1.1%
0.18%
-26.1%
Q1 2021$1,491,000
+4.3%
38,060
-0.7%
0.24%
-20.4%
Q4 2020$1,429,000
+17.0%
38,312
-5.6%
0.30%
-0.3%
Q3 2020$1,221,000
+61.3%
40,575
+67.7%
0.30%
+37.6%
Q2 2020$757,000
-28.6%
24,190
-35.8%
0.22%
-39.8%
Q1 2020$1,060,000
+46.8%
37,650
+111.6%
0.36%
-0.5%
Q4 2019$722,000
-28.7%
17,795
-34.2%
0.36%
-29.0%
Q3 2019$1,013,00027,0600.51%
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