BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$9,000
-96.8%
283
-96.5%
0.00%
-96.6%
Q4 2021$278,000
-6.4%
8,044
-1.9%
0.03%
-14.7%
Q3 2021$297,000
-2.3%
8,202
+0.2%
0.03%
-5.6%
Q2 2021$304,000
+5.2%
8,189
+0.0%
0.04%
-2.7%
Q1 2021$289,000
-59.7%
8,186
-63.6%
0.04%
-63.4%
Q4 2020$717,000
-6.0%
22,508
-24.1%
0.10%
-16.5%
Q3 2020$763,000
-9.3%
29,637
-12.4%
0.12%
-16.0%
Q2 2020$841,000
+34.8%
33,835
+1.3%
0.14%
+12.5%
Q1 2020$624,000
-25.5%
33,390
+77.3%
0.13%
-14.1%
Q4 2019$838,000
+59.3%
18,828
+50.8%
0.15%
+43.3%
Q3 2019$526,000
-7.6%
12,485
-7.5%
0.10%
-8.0%
Q2 2019$569,000
+21.6%
13,500
+25.1%
0.11%
+17.7%
Q1 2019$468,000
+198.1%
10,791
+174.7%
0.10%
+159.5%
Q4 2018$157,000
-7.6%
3,929
+0.4%
0.04%0.0%
Q3 2018$170,000
+6.2%
3,914
+6.3%
0.04%
+2.8%
Q2 2018$160,0003,6830.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders