BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$288
+5.1%
30.0%0.00%
Q1 2023$274
+7.5%
30.0%0.00%
Q4 2022$25530.0%0.00%
Q3 2022$030.0%0.00%
Q2 2022$030.0%0.00%
Q1 2022$030.0%0.00%
Q4 2021$030.0%0.00%
Q3 2021$030.0%0.00%
Q2 2021$0
-100.0%
3
-93.0%
0.00%
-100.0%
Q1 2021$4,0000.0%430.0%0.00%0.0%
Q4 2020$4,000
-63.6%
43
-69.9%
0.00%
-50.0%
Q4 2019$11,0000.0%1430.0%0.00%0.0%
Q3 2019$11,0000.0%1430.0%0.00%0.0%
Q2 2019$11,000
+10.0%
1430.0%0.00%0.0%
Q1 2019$10,000
+11.1%
1430.0%0.00%0.0%
Q4 2018$9,000
-18.2%
1430.0%0.00%0.0%
Q3 2018$11,000
+10.0%
1430.0%0.00%0.0%
Q2 2018$10,0001430.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders