BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 861 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$48,000
+242.9%
315
+215.0%
0.01%
+250.0%
Q3 2020$14,0000.0%1000.0%0.00%0.0%
Q2 2020$14,000
+133.3%
100
+92.3%
0.00%
+100.0%
Q1 2020$6,0000.0%520.0%0.00%0.0%
Q4 2019$6,000
+20.0%
520.0%0.00%0.0%
Q3 2019$5,000
-16.7%
520.0%0.00%0.0%
Q2 2019$6,0000.0%520.0%0.00%0.0%
Q1 2019$6,000
+20.0%
520.0%0.00%0.0%
Q4 2018$5,000
-84.8%
52
-82.7%
0.00%
-85.7%
Q2 2018$33,0003000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
GOLDMAN SACHS GROUP INC 1,520,361$197,579,0000.09%
Rehmann Capital Advisory Group 1,970$256,0000.08%
HUNTINGTON NATIONAL BANK 1,363$177,0000.01%
GOLDMAN SACHS GROUP INC 69,400$9,019,0000.00%
GOLDMAN SACHS GROUP INC 57,200$7,433,0000.00%
HSBC HOLDINGS PLC 5,825$757,0000.00%
MUFG Americas Holdings Corp 1,005$131,0000.00%
MCF Advisors LLC 10$3,0000.00%
View complete list of ISHARES TR shareholders