BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$46,848
+4.9%
6250.0%0.01%0.0%
Q1 2023$44,669
+4.7%
6250.0%0.01%0.0%
Q4 2022$42,663
+9.4%
6250.0%0.01%0.0%
Q3 2022$39,000
-2.5%
6250.0%0.01%0.0%
Q2 2022$40,000
-16.7%
6250.0%0.01%0.0%
Q1 2022$48,000
-57.5%
625
-52.8%
0.01%
-58.3%
Q4 2021$113,000
-16.3%
1,325
-22.3%
0.01%
-20.0%
Q3 2021$135,000
-11.8%
1,705
-10.0%
0.02%
-16.7%
Q2 2021$153,000
-8.9%
1,895
-11.7%
0.02%
-18.2%
Q1 2021$168,000
+8.4%
2,1470.0%0.02%0.0%
Q4 2020$155,000
+21.1%
2,147
+299.8%
0.02%
+10.0%
Q3 2020$128,000
+6.7%
5370.0%0.02%
-4.8%
Q2 2020$120,000
+900.0%
537
+701.5%
0.02%
+950.0%
Q1 2020$12,000
-25.0%
670.0%0.00%
-33.3%
Q4 2019$16,000
+6.7%
670.0%0.00%0.0%
Q3 2019$15,0000.0%670.0%0.00%0.0%
Q2 2019$15,0000.0%670.0%0.00%0.0%
Q1 2019$15,000
+15.4%
670.0%0.00%0.0%
Q4 2018$13,000
-18.8%
670.0%0.00%0.0%
Q3 2018$16,000
+6.7%
670.0%0.00%0.0%
Q2 2018$15,000670.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders