BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 112 filers reported holding ISHARES TR in Q1 2022. 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$160,630
-0.2%
2,0320.0%0.02%
-5.9%
Q1 2023$160,915
+0.4%
2,0320.0%0.02%0.0%
Q4 2022$160,345
+11.4%
2,0320.0%0.02%0.0%
Q3 2022$144,000
-11.1%
2,0320.0%0.02%
-10.5%
Q2 2022$162,000
-6.4%
2,0320.0%0.02%
+5.6%
Q1 2022$173,000
-6.0%
2,0320.0%0.02%
-5.3%
Q4 2021$184,000
-5.6%
2,0320.0%0.02%
-13.6%
Q3 2021$195,000
-3.5%
2,0320.0%0.02%
-8.3%
Q2 2021$202,000
+4.7%
2,0320.0%0.02%
-4.0%
Q1 2021$193,000
+1.6%
2,0320.0%0.02%
-7.4%
Q4 2020$190,000
+15.9%
2,0320.0%0.03%
+3.8%
Q3 2020$164,000
+18.8%
2,0320.0%0.03%
+8.3%
Q2 2020$138,0002,0320.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RPg Family Wealth Advisory, LLC 1,119$66,211,0000.06%
Patten Group, Inc. 1,725$102,0000.04%
Brinker Capital Investments, LLC 18,924$1,120,0000.04%
Pacific Center for Financial Services 966$57,0000.04%
CWM, LLC 4,962$294,0000.01%
Winslow, Evans & Crocker, Inc. 260$15,386,0000.01%
LPL Financial LLC 20,692$1,224,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 3,505$208,0000.00%
Live Your Vision, LLC 99$6,0000.00%
Advisor Group, Inc. 1,974$117,0000.00%
View complete list of ISHARES TR shareholders