BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 48 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$24,967
+1.4%
1,2790.0%0.00%
-33.3%
Q1 2023$24,621
+1.4%
1,2790.0%0.00%0.0%
Q4 2022$24,275
+5.5%
1,2790.0%0.00%0.0%
Q3 2022$23,000
-8.0%
1,2790.0%0.00%0.0%
Q2 2022$25,000
-13.8%
1,2790.0%0.00%0.0%
Q1 2022$29,000
-6.5%
1,2790.0%0.00%0.0%
Q4 2021$31,0000.0%1,2790.0%0.00%
-25.0%
Q3 2021$31,0000.0%1,2790.0%0.00%0.0%
Q2 2021$31,000
+3.3%
1,2790.0%0.00%0.0%
Q1 2021$30,000
-3.2%
1,2790.0%0.00%0.0%
Q4 2020$31,000
+6.9%
1,2790.0%0.00%
-20.0%
Q3 2020$29,000
+3.6%
1,2790.0%0.01%0.0%
Q2 2020$28,000
+7.7%
1,2790.0%0.01%0.0%
Q1 2020$26,000
-21.2%
1,2790.0%0.01%
-16.7%
Q4 2019$33,000
+3.1%
1,2790.0%0.01%0.0%
Q3 2019$32,0000.0%1,2790.0%0.01%0.0%
Q2 2019$32,0000.0%1,2790.0%0.01%
-14.3%
Q1 2019$32,000
+6.7%
1,2790.0%0.01%0.0%
Q4 2018$30,000
-6.2%
1,2790.0%0.01%0.0%
Q3 2018$32,000
+3.2%
1,2790.0%0.01%0.0%
Q2 2018$31,0001,2790.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 136,271$3,371,0002.65%
Stonehearth Capital Management, LLC 111,681$2,763,0002.10%
IFP Advisors, Inc 580,380$14,359,0000.58%
ASPIRIANT, LLC 243,703$6,029,0000.52%
First Heartland Consultants, Inc. 61,995$1,534,0000.48%
Ahrens Investment Partners LLC 38,477$952,0000.36%
Cornerstone Wealth Management, LLC 606,866$23,632,0000.30%
Kovack Advisors, Inc. 43,895$1,086,0000.28%
WEALTHSOURCE PARTNERS, LLC 9,417$233,0000.06%
Geneos Wealth Management Inc. 32,680$808,0000.05%
View complete list of ISHARES TR shareholders