BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 562 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.07 and the average weighting 0.8%.

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 Q1 2022
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders