BerganKDV Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 63 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2023$187,316
-7.4%
7,210
-3.6%
0.02%
-9.5%
Q1 2023$202,185
-0.5%
7,480
+3.7%
0.02%
-4.5%
Q4 2022$203,250
-21.2%
7,2100.0%0.02%
-29.0%
Q3 2022$258,000
-12.5%
7,2100.0%0.03%
-8.8%
Q2 2022$295,000
+8.9%
7,210
+6.7%
0.03%
+17.2%
Q1 2022$271,000
+29.7%
6,7600.0%0.03%
+31.8%
Q4 2021$209,000
-13.6%
6,7600.0%0.02%
-18.5%
Q3 2021$242,000
+3.9%
6,7600.0%0.03%
-3.6%
Q2 2021$233,000
+15.3%
6,7600.0%0.03%
+7.7%
Q1 2021$202,000
+12.2%
6,7600.0%0.03%
+4.0%
Q4 2020$180,000
+6.5%
6,7600.0%0.02%
-7.4%
Q3 2020$169,000
+5.0%
6,7600.0%0.03%
-3.6%
Q2 2020$161,000
+5.9%
6,7600.0%0.03%
-9.7%
Q1 2020$152,000
-31.5%
6,7600.0%0.03%
-22.5%
Q4 2019$222,000
+5.2%
6,760
+1.2%
0.04%
-4.8%
Q3 2019$211,000
-4.5%
6,678
-1.1%
0.04%
-4.5%
Q2 2019$221,000
-0.9%
6,7540.0%0.04%
-4.3%
Q1 2019$223,000
+7.7%
6,754
-0.7%
0.05%
-4.2%
Q4 2018$207,000
-21.3%
6,804
+0.7%
0.05%
-15.8%
Q3 2018$263,000
-0.4%
6,7540.0%0.06%
-3.4%
Q2 2018$264,0006,7540.06%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 1,414,724$50,703,0007.38%
MCMORGAN & CO LLC 885,038$31,720,0006.36%
Pettinga Financial Advisors LLC 415,174$14,880,0003.80%
Intelligence Driven Advisers, LLC 450,305$16,751,0003.76%
Williams Financial, LLC 113,037$4,051,0003.51%
Goodwin Investment Advisory 84,368$3,016,0002.93%
HawsGoodwin Investment Management LLC 267,896$9,601,0002.91%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 201,167$7,210,0002.86%
Tri-Star Advisors Inc. 155,921$5,897,0002.59%
ONE Advisory Partners, LLC 114,608$4,108,0002.55%
View complete list of ISHARES U S ETF TR shareholders