BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$28,325
-3.3%
2500.0%0.00%0.0%
Q1 2023$29,295
-2.8%
2500.0%0.00%0.0%
Q4 2022$30,150
+11.7%
2500.0%0.00%0.0%
Q3 2022$27,000
-6.9%
2500.0%0.00%0.0%
Q2 2022$29,000
-9.4%
2500.0%0.00%0.0%
Q1 2022$32,000
+3.2%
2500.0%0.00%0.0%
Q4 2021$31,000
+6.9%
2500.0%0.00%0.0%
Q3 2021$29,0000.0%2500.0%0.00%0.0%
Q2 2021$29,0000.0%2500.0%0.00%
-25.0%
Q1 2021$29,000
+20.8%
2500.0%0.00%
+33.3%
Q4 2020$24,000
+20.0%
2500.0%0.00%0.0%
Q3 2020$20,0000.0%2500.0%0.00%0.0%
Q2 2020$20,000
+11.1%
2500.0%0.00%
-25.0%
Q1 2020$18,000
-79.3%
250
-69.5%
0.00%
-73.3%
Q4 2019$87,000
-15.5%
820
-18.9%
0.02%
-25.0%
Q3 2019$103,000
+3.0%
1,011
+0.5%
0.02%0.0%
Q2 2019$100,000
-1.0%
1,006
-1.9%
0.02%
-4.8%
Q1 2019$101,000
-52.6%
1,026
-56.9%
0.02%
-58.0%
Q4 2018$213,000
-9.0%
2,381
+1.4%
0.05%0.0%
Q3 2018$234,000
-1.7%
2,348
-3.5%
0.05%
-5.7%
Q2 2018$238,000
-5.6%
2,434
-8.3%
0.05%
-23.2%
Q1 2018$252,000
-32.8%
2,653
-30.2%
0.07%
-22.5%
Q4 2017$375,000
+5.9%
3,803
+0.6%
0.09%0.0%
Q3 2017$354,000
-12.4%
3,780
-13.7%
0.09%
-22.6%
Q2 2017$404,000
+1.8%
4,379
+0.4%
0.12%
-2.5%
Q1 2017$397,000
-11.4%
4,361
-13.8%
0.12%
-20.8%
Q4 2016$448,000
+17.9%
5,062
+14.2%
0.15%
+13.7%
Q3 2016$380,0004,4340.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 564,434$66,417,00020.98%
Chicago Wealth Management, Inc. 111,329$13,100,00011.70%
Keebeck Wealth Management, LLC 341,955$40,238,0007.69%
Ellis Investment Partners, LLC 219,999$25,887,0006.95%
Prime Capital Investment Advisors, LLC 958,648$112,804,0006.74%
Powell Investment Advisors, LLC 89,317$10,510,0006.37%
Financial Futures Ltd Liability Co. 48,060$5,655,0005.58%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 199,408$23,464,0005.36%
Pinnacle Financial Group, LLC / IL 50,359$5,926,0005.05%
Arcus Capital Partners, LLC 90,869$10,693,0004.68%
View complete list of ISHARES TR shareholders