BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 58 filers reported holding ISHARES 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 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 Q4 2020
NameSharesValueWeighting ↓
Worth Financial Advisory Group, LLC 18,563$353,4400.32%
MYCIO WEALTH PARTNERS, LLC 28,217$537,2520.16%
First Heartland Consultants, Inc. 58,540$1,1150.14%
Cedar Brook Financial Partners, LLC 16,454$313,2870.08%
Mayflower Financial Advisors, LLC 19,657$374,2690.06%
Kovack Advisors, Inc. 12,805$243,8070.03%
Grove Bank & Trust 3,942$75,0560.02%
HANCOCK WHITNEY CORP 17,540$333,9630.01%
Apollon Wealth Management, LLC 12,252$233,2780.01%
IHT Wealth Management, LLC 11,904$226,6500.01%
View complete list of ISHARES TR shareholders