BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$7,362,060
+4.4%
157,849
+5.5%
0.74%
+1.4%
Q1 2023$7,053,696
+0.1%
149,585
-1.4%
0.73%
-4.8%
Q4 2022$7,048,166
-7.7%
151,769
-8.4%
0.76%
-16.4%
Q3 2022$7,638,000
-15.8%
165,681
-13.4%
0.91%
-12.0%
Q2 2022$9,070,000
-6.2%
191,353
-4.1%
1.04%
+0.5%
Q1 2022$9,671,000
+8.0%
199,571
+12.4%
1.03%
+10.6%
Q4 2021$8,953,000
+14.1%
177,532
+15.6%
0.94%
+5.2%
Q3 2021$7,845,000
+196025.0%
153,609
+213245.8%
0.89%
Q2 2021$4,0000.0%720.0%0.00%
-100.0%
Q1 2021$4,0000.0%720.0%0.00%0.0%
Q4 2020$4,0000.0%720.0%0.00%0.0%
Q3 2020$4,0000.0%720.0%0.00%0.0%
Q2 2020$4,0000.0%720.0%0.00%0.0%
Q1 2020$4,0000.0%72
-13.3%
0.00%0.0%
Q4 2019$4,0000.0%830.0%0.00%0.0%
Q3 2019$4,0000.0%830.0%0.00%0.0%
Q2 2019$4,0000.0%830.0%0.00%0.0%
Q1 2019$4,0000.0%830.0%0.00%0.0%
Q4 2018$4,000
+300.0%
83
+186.2%
0.00%
Q3 2018$1,000
-96.2%
29
-94.5%
0.00%
-100.0%
Q2 2018$26,0005290.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders