BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 151 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$367,000
+0.3%
5,507
+0.2%
0.06%
-9.7%
Q3 2019$366,000
-53.4%
5,497
-55.4%
0.07%
-53.5%
Q2 2019$786,000
+7.5%
12,335
+1.9%
0.16%
+4.0%
Q1 2019$731,000
+7.3%
12,110
+0.1%
0.15%
-6.3%
Q4 2018$681,000
-2.3%
12,098
+1.2%
0.16%
+6.0%
Q3 2018$697,000
+9.1%
11,960
+8.4%
0.15%
+4.9%
Q2 2018$639,000
-3.6%
11,031
+0.3%
0.14%
-21.0%
Q1 2018$663,000
-0.2%
11,002
+4.7%
0.18%
+14.6%
Q4 2017$664,000
+108.2%
10,511
+104.3%
0.16%
+97.5%
Q3 2017$319,0005,1440.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Boltwood Capital Management 10,260$540,5990.18%
Horizons Wealth Management 3,492$183,9930.12%
View complete list of ISHARES TR shareholders