BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 301 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$172,137
-0.6%
1,554
+2.8%
0.02%
-5.6%
Q1 2023$173,185
+6.3%
1,512
+0.4%
0.02%0.0%
Q4 2022$162,919
-2.4%
1,506
-1.9%
0.02%
-10.0%
Q3 2022$167,0001,5350.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
NewEdge Advisors, LLC 142,149$20,484,0003.24%
Ifrah Financial Services, Inc. 45,680$6,615,0002.63%
WBI INVESTMENTS, LLC 350,574$50,770,0001.94%
SFMG, LLC 60,944$8,826,0001.94%
LifePlan Financial Group, Inc 16,909$2,449,0001.68%
Cardan Capital Partners, LLC 32,789$4,749,0001.06%
Knowledge Leaders Capital, LLC 20,031$2,901,0000.97%
CUTLER INVESTMENT COUNSEL LLC 17,290$2,504,0000.68%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 35,129$5,087,0000.62%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,642$672,0000.34%
View complete list of ISHARES TR shareholders