BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 125 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$20,0001310.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 5,335$1,036,0000.71%
MURPHY CAPITAL MANAGEMENT INC 17,625$3,423,0000.40%
RWA WEALTH PARTNERS, LLC 28,466$5,530,0000.36%
CAHILL FINANCIAL ADVISORS INC 7,106$1,380,0000.26%
Family Firm, Inc. 4,008$779,0000.20%
AFT, FORSYTH & COMPANY, INC. 1,341$261,0000.17%
Asset Management Group, Inc. 4,024$782,0000.16%
Concorde Asset Management, LLC 1,060$206,0000.14%
Raab & Moskowitz Asset Management LLC 1,572$305,0000.10%
PATTEN & PATTEN INC/TN 6,003$1,166,0000.08%
View complete list of ISHARES TR shareholders