BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 35 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$46,000
+12.2%
8290.0%0.01%0.0%
Q1 2020$41,000
+115.8%
829
+205.9%
0.01%
+166.7%
Q4 2019$19,0000.0%271
+2.3%
0.00%
-25.0%
Q3 2019$19,0002650.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 236,795$21,643,0764.81%
Legend Financial Advisors, Inc. 55,373$5,061,1744.42%
MinichMacGregor Wealth Management, LLC 128,874$11,779,0834.25%
Chicago Wealth Management, Inc. 32,441$2,965,1232.56%
Fulcrum Equity Management 28,942$2,645,2992.17%
SPC Financial, Inc. 195,292$17,849,6892.11%
Capital CS Group, LLC 18,944$1,731,4521.91%
WT Wealth Management 41,828$3,823,0801.86%
Cadent Capital Advisors, LLC 34,873$3,187,4271.57%
MARTIN & CO INC /TN/ 43,783$4,001,7211.06%
View complete list of ISHARES TR shareholders