BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$23,526
-69.9%
213
-69.9%
0.00%
-75.0%
Q1 2023$78,234
+3811.7%
708
+3118.2%
0.01%
Q2 2020$2,000
-81.8%
22
-77.6%
0.00%
-100.0%
Q1 2020$11,0000.0%980.0%0.00%0.0%
Q4 2019$11,0000.0%98
+1.0%
0.00%0.0%
Q3 2019$11,000
-15.4%
97
-20.5%
0.00%
-33.3%
Q2 2019$13,0000.0%122
+0.8%
0.00%0.0%
Q1 2019$13,000
+18.2%
121
+22.2%
0.00%0.0%
Q4 2018$11,0000.0%99
+1.0%
0.00%
+50.0%
Q3 2018$11,000
-15.4%
98
-19.7%
0.00%
-33.3%
Q2 2018$13,000
-94.0%
122
-93.8%
0.00%
-95.9%
Q4 2016$218,0001,9760.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders