BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 266 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$10,680
+21.5%
1250.0%0.00%0.0%
Q1 2023$8,787
+16.0%
1250.0%0.00%0.0%
Q4 2022$7,576
+8.2%
1250.0%0.00%0.0%
Q3 2022$7,0000.0%1250.0%0.00%0.0%
Q2 2022$7,0000.0%1250.0%0.00%0.0%
Q1 2022$7,000
-56.2%
125
-35.9%
0.00%
-50.0%
Q4 2021$16,000
+100.0%
195
+56.0%
0.00%
+100.0%
Q3 2021$8,000
-27.3%
125
-58.3%
0.00%
-50.0%
Q2 2019$11,0003000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 732,062$27,979,00015.54%
Main Management ETF Advisors, LLC 675,990$25,836,0005.95%
Marketfield Asset Management LLC 200,399$7,659,0004.07%
Friedenthal Financial 97,177$3,714,0003.19%
Heritage Wealth Advisors 478,120$18,273,763,0002.80%
Clal Insurance Enterprises Holdings Ltd 2,860,000$109,309,0002.51%
CUMBERLAND ADVISORS INC 159,980$6,114,0002.06%
Main Management LLC 361,754$13,826,0002.01%
Karp Capital Management Corp 150,251$5,743,0001.82%
Silverleafe Capital Partners, LLC 72,149$2,758,0001.66%
View complete list of ISHARES TR shareholders