BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$14,000
-84.6%
66
-88.8%
0.00%
-92.9%
Q3 2020$91,000
+8.3%
5870.0%0.01%0.0%
Q2 2020$84,000
+20.0%
5870.0%0.01%0.0%
Q1 2020$70,000
-17.6%
5870.0%0.01%
-6.7%
Q4 2019$85,0005870.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CM WEALTH ADVISORS LLC 207,981$44,206,36217.04%
Altus Wealth Management, LLC 96,230$19,307,52813.41%
First Pacific Financial 121,777$24,433,39610.89%
Financial Services Advisory Inc 74,499$14,947,4797.30%
Merriman Wealth Management, LLC 699,984$140,600,7097.27%
WJ Wealth Management, LLC 67,245$13,492,0336.56%
Financial Partners Group, Inc 128,098$26,372,7535.44%
Relative Value Partners Group, LLC 396,128$79,479,0355.34%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,844$10,201,3404.89%
Oakworth Capital, Inc. 247,191$49,596,3964.51%
View complete list of ISHARES TR shareholders