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 ↓
STRINGER ASSET MANAGEMENT, LLC 104,399$2,608,0002.40%
Stonehearth Capital Management, LLC 113,267$2,829,0002.19%
Ahrens Investment Partners LLC 126,160$3,151,0001.36%
Hilltop Holdings Inc. 241,363$6,029,0001.05%
First Heartland Consultants, Inc. 52,472$1,311,0000.39%
Kovack Advisors, Inc. 52,440$1,310,0000.33%
IFP Advisors, Inc 167,074$4,316,0000.20%
Crabel Capital Management, LLC 8,331$208,0000.19%
Acorn Wealth Advisors, LLC 4,475$111,0000.10%
Geneos Wealth Management Inc. 35,737$892,0000.08%
View complete list of ISHARES TR shareholders