BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$74,613
+8.3%
1,2220.0%0.01%0.0%
Q1 2023$68,908
+7.2%
1,2220.0%0.01%0.0%
Q4 2022$64,303
+7.2%
1,2220.0%0.01%0.0%
Q3 2022$60,000
-4.8%
1,2220.0%0.01%0.0%
Q2 2022$63,000
-18.2%
1,2220.0%0.01%
-12.5%
Q1 2022$77,000
-4.9%
1,2220.0%0.01%0.0%
Q4 2021$81,000
+9.5%
1,2220.0%0.01%0.0%
Q3 2021$74,0000.0%1,2220.0%0.01%
-11.1%
Q2 2021$74,000
+7.2%
1,222
+299.3%
0.01%0.0%
Q1 2021$69,000
+4.5%
3060.0%0.01%0.0%
Q4 2020$66,000
+10.0%
3060.0%0.01%0.0%
Q3 2020$60,000
+13.2%
3060.0%0.01%0.0%
Q2 2020$53,000
+17.8%
3060.0%0.01%0.0%
Q1 2020$45,000
-19.6%
3060.0%0.01%
-10.0%
Q4 2019$56,000
+9.8%
3060.0%0.01%0.0%
Q3 2019$51,000
+2.0%
3060.0%0.01%0.0%
Q2 2019$50,000
+2.0%
3060.0%0.01%0.0%
Q1 2019$49,000
+11.4%
3060.0%0.01%0.0%
Q4 2018$44,000
-13.7%
3060.0%0.01%
-9.1%
Q3 2018$51,000
+8.5%
3060.0%0.01%0.0%
Q2 2018$47,0003060.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 92,345$5,604,0003.94%
Brand Asset Management Group, Inc. 71,401$4,333,0002.09%
Equitable Holdings, Inc. 754,868$45,813,0000.78%
West Coast Financial LLC 45,770$2,778,0000.45%
PACIFIC SUN FINANCIAL CORP 9,340$567,0000.33%
LANDAAS & CO /WI /ADV 8,466$514,0000.30%
Red Tortoise LLC 7,232$357,0000.28%
Karn, Couzens & Associates, Inc. 5,932$360,0000.27%
Cadent Capital Advisors, LLC 9,261$562,0000.25%
FLAGSTAR ADVISORS INC 10,889$661,0000.22%
View complete list of ISHARES TR shareholders