BerganKDV Wealth Management, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$326,0000.0%12,994
+0.1%
0.07%
-4.1%
Q2 2018$326,000
+8.3%
12,985
+8.4%
0.07%
-11.0%
Q1 2018$301,00011,9780.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Clearshares LLC 130,720$3,285,0002.94%
AlphaMark Advisors, LLC 238,676$5,998,0002.34%
Fragasso Group Inc. 363,152$9,126,0002.22%
Day & Ennis, LLC 69,414$1,744,0001.43%
MV CAPITAL MANAGEMENT, INC. 163,131$4,099,0001.12%
Lenox Wealth Management, Inc. 67,623$1,699,0000.52%
LEAVELL INVESTMENT MANAGEMENT, INC. 101,000$2,538,0000.30%
Wolf Group Capital Advisors 16,396$412,0000.26%
Accuvest Global Advisors 12,739$320,0000.24%
RITHOLTZ WEALTH MANAGEMENT 30,008$754,0000.22%
View complete list of ISHARES TR shareholders