BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 434 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$341,693
+6.6%
4,060
-1.2%
0.03%
+3.0%
Q1 2023$320,505
+17.1%
4,110
+7.8%
0.03%
+10.0%
Q4 2022$273,703
+7.3%
3,8130.0%0.03%
-3.2%
Q3 2022$255,000
-6.9%
3,8130.0%0.03%0.0%
Q2 2022$274,000
-17.0%
3,8130.0%0.03%
-11.4%
Q1 2022$330,000
-6.8%
3,8130.0%0.04%
-5.4%
Q4 2021$354,000
+11.7%
3,8130.0%0.04%
+2.8%
Q3 2021$317,000
+0.3%
3,8130.0%0.04%
-5.3%
Q2 2021$316,000
+8.6%
3,8130.0%0.04%
+2.7%
Q1 2021$291,000
+6.6%
3,8130.0%0.04%
-2.6%
Q4 2020$273,000
+11.9%
3,813
+99.9%
0.04%
-2.6%
Q3 2020$244,000
+8.4%
1,907
+0.1%
0.04%0.0%
Q2 2020$225,000
-6.6%
1,906
-23.1%
0.04%
-20.4%
Q1 2020$241,000
-19.1%
2,4770.0%0.05%
-7.5%
Q4 2019$298,000
+41.2%
2,477
+30.0%
0.05%
+26.2%
Q3 2019$211,000
+1.4%
1,9050.0%0.04%
+2.4%
Q2 2019$208,000
+3.5%
1,9050.0%0.04%0.0%
Q1 2019$201,000
+13.6%
1,9050.0%0.04%0.0%
Q4 2018$177,000
-12.8%
1,9050.0%0.04%
-6.8%
Q3 2018$203,000
+5.7%
1,9050.0%0.04%
+2.3%
Q2 2018$192,0001,9050.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders