BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,115,544
+3.5%
4,3610.0%0.11%
+0.9%
Q1 2023$1,078,083
-2.6%
4,361
+5.4%
0.11%
-7.5%
Q4 2022$1,107,166
-1.8%
4,136
-6.3%
0.12%
-11.1%
Q3 2022$1,128,000
-9.5%
4,415
-9.6%
0.14%
-5.6%
Q2 2022$1,247,000
-9.7%
4,8830.0%0.14%
-3.4%
Q1 2022$1,381,000
-3.9%
4,883
-1.3%
0.15%
-1.3%
Q4 2021$1,437,000
+12.5%
4,949
-0.9%
0.15%
+3.4%
Q3 2021$1,277,000
-6.0%
4,994
-2.0%
0.14%
-9.9%
Q2 2021$1,358,000
+4.2%
5,095
-1.5%
0.16%
-3.6%
Q1 2021$1,303,000
+5.9%
5,175
-1.3%
0.17%
-3.5%
Q4 2020$1,230,000
+15.7%
5,241
-0.5%
0.17%
+3.0%
Q3 2020$1,063,000
+2.1%
5,265
-2.4%
0.17%
-5.6%
Q2 2020$1,041,000
+15.8%
5,3940.0%0.18%
-3.3%
Q1 2020$899,000
-17.2%
5,394
-0.3%
0.18%
-4.7%
Q4 2019$1,086,000
+19.1%
5,408
-4.1%
0.19%
+7.2%
Q3 2019$912,000
-10.0%
5,641
-4.6%
0.18%
-10.0%
Q2 2019$1,013,000
-27.6%
5,913
-29.1%
0.20%
-30.1%
Q1 2019$1,400,000
+3.2%
8,341
+1.5%
0.29%
-10.1%
Q4 2018$1,357,000
-21.7%
8,216
-5.3%
0.32%
-14.7%
Q3 2018$1,733,000
+15.5%
8,672
+1.5%
0.37%
+11.0%
Q2 2018$1,500,000
+12.8%
8,543
+1.4%
0.34%
-7.7%
Q1 2018$1,330,000
-6.7%
8,426
-7.4%
0.36%
+7.1%
Q4 2017$1,426,000
+2.8%
9,095
-3.1%
0.34%
-2.0%
Q3 2017$1,387,000
-0.8%
9,389
-0.2%
0.35%
-12.6%
Q2 2017$1,398,000
+5.4%
9,411
-4.9%
0.40%
+0.8%
Q1 2017$1,327,000
+5.6%
9,896
-1.3%
0.39%
-6.0%
Q4 2016$1,257,000
-13.3%
10,031
-14.2%
0.42%
-16.4%
Q3 2016$1,450,000
-71.1%
11,690
-71.1%
0.50%
-60.0%
Q2 2016$5,009,000
+63.4%
40,389
+60.7%
1.25%
-32.0%
Q1 2016$3,065,00025,1291.84%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Prostatis Group LLC 34,177$8,625,8244.55%
Bullseye Investment Management, LLC 22,774$5,629,9614.12%
MARTIN & CO INC /TN/ 19,889$4,916,8211.26%
Terra Nova Asset Management LLC 4,831$1,194,2111.17%
BKA Wealth Consulting, Inc. 2,451$633,4121.14%
Future Financial Wealth Managment LLC 3,891$984,3451.08%
MENORA MIVTACHIM HOLDINGS LTD. 423,080$104,589,6071.08%
Mason & Associates Inc 13,282$3,283,4431.00%
Wharton Business Group, LLC 67,110$16,5900.99%
Thrive Capital Management, LLC 5,522$1,354,1560.85%
View complete list of ISHARES TR shareholders