BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 37 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$019
-13.6%
0.00%
Q2 2020$022
+10.0%
0.00%
Q1 2020$020
+11.1%
0.00%
Q4 2019$0180.0%0.00%
Q3 2019$018
+38.5%
0.00%
Q2 2019$013
+116.7%
0.00%
Q1 2019$06
+50.0%
0.00%
Q4 2018$040.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 140,000$4,999,0001.63%
Patriot Wealth Management, Inc. 303,555$10,840,0001.37%
RiverFront Investment Group, LLC 1,421,575$50,764,0001.20%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 86,353$3,010,0001.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 31,716$1,106,0000.99%
ALTFEST L J & CO INC 68,240$2,437,0000.71%
Psagot Value Holdings Ltd. 333,518$11,910,0000.53%
RAND WEALTH, LLC 91,814$3,279,0000.37%
FRONT BARNETT ASSOCIATES LLC 55,325$1,976,0000.30%
Shoker Investment Counsel, Inc. 10,863$387,0000.28%
View complete list of ISHARES TR shareholders