BerganKDV Wealth Management, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,515,000
-0.9%
61,274
-0.7%
0.17%
-5.0%
Q2 2021$1,529,000
-3.9%
61,712
-3.6%
0.18%
-11.3%
Q1 2021$1,591,000
-95.1%
64,017
-95.1%
0.20%
-95.5%
Q4 2020$32,543,000
+7.0%
1,306,429
+7.6%
4.58%
-4.8%
Q3 2020$30,411,000
+13.8%
1,214,002
+14.2%
4.81%
+5.1%
Q2 2020$26,726,000
+10.4%
1,062,661
+8.2%
4.58%
-7.7%
Q1 2020$24,202,000
-4.4%
981,806
-3.2%
4.96%
+10.0%
Q4 2019$25,303,000
-0.0%
1,013,749
+0.2%
4.51%
-9.9%
Q3 2019$25,304,000
-0.3%
1,012,172
-0.6%
5.00%
-0.4%
Q2 2019$25,373,000
+1.3%
1,017,786
+0.4%
5.02%
-2.0%
Q1 2019$25,053,000
+2.2%
1,013,462
+0.7%
5.12%
-10.8%
Q4 2018$24,523,000
-1.3%
1,006,710
-1.3%
5.74%
+7.3%
Q3 2018$24,850,000
+3.1%
1,020,097
+3.1%
5.35%
-0.7%
Q2 2018$24,101,000
+1.5%
988,979
+1.9%
5.39%
-17.0%
Q1 2018$23,748,000
+9.9%
970,481
+11.3%
6.50%
+26.1%
Q4 2017$21,615,000871,5885.15%
Other shareholders

There were no reported owners of ISHARES TR in Q3 2023.

NameSharesValueWeighting ↓
View complete list of ISHARES TR shareholders