BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$9,355,984
+57.1%
408,558
+60.4%
0.94%
+52.4%
Q1 2023$5,955,196
-20.2%
254,713
-22.4%
0.61%
-24.0%
Q4 2022$7,458,459
+32.5%
328,277
+32.7%
0.81%
+19.9%
Q3 2022$5,631,000
+28.9%
247,398
+35.3%
0.67%
+34.8%
Q2 2022$4,369,000
-28.6%
182,807
-25.6%
0.50%
-23.5%
Q1 2022$6,120,000
+101.7%
245,691
+116.0%
0.65%
+106.3%
Q4 2021$3,034,000
-1.2%
113,721
-1.7%
0.32%
-8.9%
Q3 2021$3,070,000
+42.7%
115,729
+43.1%
0.35%
+36.5%
Q2 2021$2,152,000
+93.4%
80,884
+90.3%
0.26%
+78.3%
Q1 2021$1,113,000
+55550.0%
42,494
+53017.5%
0.14%
Q1 2019$2,000800.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders