BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 116 filers reported holding ISHARES TR in Q3 2023. 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$66,2742,6320.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 150,901$4,057,0001.38%
Azimuth Capital Management LLC 643,800$17,309,0000.74%
CHILDRESS CAPITAL ADVISORS, LLC 42,100$1,131,0000.46%
Roof Eidam Maycock Peralta, LLC 37,600$1,011,0000.37%
Prism Advisors, Inc. 37,953$1,020,0000.36%
SENTINEL PENSION ADVISORS INC 39,095$1,051,0000.36%
CGN Advisors LLC 32,549$875,0000.29%
Lee Financial Co 51,300$1,379,0000.28%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 254,151$6,833,0000.27%
Sound View Wealth Advisors Group, LLC 29,698$798,0000.17%
View complete list of ISHARES TR shareholders