BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 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 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders