BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 150 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$825,972
-18.6%
33,879
-18.1%
0.08%
-21.0%
Q1 2023$1,015,224
+9.2%
41,387
+8.2%
0.10%
+4.0%
Q4 2022$929,924
+35.0%
38,237
+34.0%
0.10%
+23.2%
Q3 2022$689,000
-7.1%
28,543
-5.0%
0.08%
-3.5%
Q2 2022$742,000
+62.4%
30,033
+66.1%
0.08%
+73.5%
Q1 2022$457,000
-4.4%
18,0860.0%0.05%
-2.0%
Q4 2021$478,000
+7.4%
18,086
+9.0%
0.05%0.0%
Q3 2021$445,000
-0.7%
16,5860.0%0.05%
-5.7%
Q2 2021$448,000
+10.6%
16,586
+9.9%
0.05%
+1.9%
Q1 2021$405,000
-1.9%
15,0960.0%0.05%
-10.3%
Q4 2020$413,000
+14.7%
15,096
+13.8%
0.06%
+1.8%
Q3 2020$360,000
+0.6%
13,2630.0%0.06%
-6.6%
Q2 2020$358,000
+8.2%
13,2630.0%0.06%
-10.3%
Q1 2020$331,000
-3.8%
13,2630.0%0.07%
+11.5%
Q4 2019$344,000
+0.3%
13,2630.0%0.06%
-10.3%
Q3 2019$343,000
+0.9%
13,2630.0%0.07%
+1.5%
Q2 2019$340,000
+13.3%
13,263
+10.0%
0.07%
+9.8%
Q1 2019$300,000
+5.6%
12,0530.0%0.06%
-7.6%
Q4 2018$284,000
+18.3%
12,053
+19.9%
0.07%
+26.9%
Q3 2018$240,000
-0.4%
10,0530.0%0.05%
-3.7%
Q2 2018$241,00010,0530.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 222,518$5,970,0004.11%
Aptus Capital Advisors, LLC 3,550,093$95,249,0003.42%
RVW Wealth, LLC 933,074$25,000,0003.26%
TLWM 296,858$7,963,0003.02%
4Thought Financial Group Inc. 116,063$3,114,0003.00%
Gateway Advisory, LLC 304,624$8,173,0002.07%
Sound View Wealth Advisors Group, LLC 328,361$8,810,0002.05%
Peloton Wealth Strategists 161,200$4,325,0002.03%
CAPITAL ADVISORS INC/OK 2,258,399$60,593,0001.98%
Signature Wealth Management Group 124,377$3,337,0001.96%
View complete list of ISHARES TR shareholders