BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGN and the CUSIP is 464287531. A total of 27 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$18,0000.0%3350.0%0.00%0.0%
Q2 2019$18,000
-10.0%
335
-5.6%
0.00%0.0%
Q1 2019$20,000
-16.7%
355
-29.1%
0.00%
-33.3%
Q4 2018$24,0005010.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Nikulski Financial, Inc. 8,851$632,4610.28%
Kesler, Norman & Wride, LLC 4,262$304,5610.08%
COOKSON PEIRCE & CO INC 6,608$4720.03%
Howard Capital Management Group, LLC 3,390$242,2700.03%
OPTIMUM INVESTMENT ADVISORS 700$50,0190.03%
Centerpoint Advisors, LLC 745$530.02%
Tower Research Capital LLC (TRC) 6,785$4850.02%
Baker Avenue Asset Management, LP 3,075$219,7280.01%
Snowden Capital Advisors LLC 3,018$215,6550.01%
TOMPKINS FINANCIAL CORP 300$21,4370.00%
View complete list of ISHARES TR shareholders