BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$42,0006400.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders