BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 83 filers reported holding ISHARES TR in Q3 2023. 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 2020$1,0000.0%230.0%0.00%
Q1 2020$1,0000.0%230.0%0.00%
Q4 2019$1,0000.0%230.0%0.00%
Q3 2019$1,000
-66.7%
23
-61.7%
0.00%
-100.0%
Q2 2019$3,000
-98.8%
60
-98.7%
0.00%
-98.1%
Q1 2019$255,000
-3.8%
4,531
-14.3%
0.05%
-16.1%
Q4 2018$265,000
-13.4%
5,290
+0.1%
0.06%
-6.1%
Q3 2018$306,000
+9.3%
5,286
+2.2%
0.07%
+4.8%
Q2 2018$280,000
+1.4%
5,171
+7.3%
0.06%
-16.0%
Q1 2018$276,000
-9.2%
4,820
-4.1%
0.08%
+4.2%
Q4 2017$304,000
+15.6%
5,028
+15.3%
0.07%
+9.1%
Q3 2017$263,000
-32.9%
4,359
-34.9%
0.07%
-40.5%
Q2 2017$392,000
-14.6%
6,699
-13.2%
0.11%
-18.4%
Q1 2017$459,000
-0.2%
7,717
-1.5%
0.14%
-11.1%
Q4 2016$460,000
-20.4%
7,834
-16.1%
0.15%
-23.5%
Q3 2016$578,000
-81.3%
9,342
-81.1%
0.20%
-74.2%
Q2 2016$3,099,000
+52.1%
49,515
+51.3%
0.77%
-36.7%
Q1 2016$2,038,00032,7221.22%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HC Advisors, LLC 27,610$1,821,0001.47%
CORRADO ADVISORS, LLC 18,700$1,233,0001.02%
Laidlaw Wealth Management LLC 16,146$1,065,0000.47%
Slow Capital, Inc. 23,968$1,581,0000.43%
Destination Wealth Management 111,233$7,337,0000.37%
QUANTUM CAPITAL MANAGEMENT 4,933$325,0000.36%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$495,0000.24%
Kore Private Wealth LLC 15,795$1,042,0000.20%
Family Firm, Inc. 7,147$471,0000.17%
TBH Global Asset Management, LLC 7,380$487,0000.17%
View complete list of ISHARES TR shareholders