BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 159 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2,596
+159.6%
54
+350.0%
0.00%
Q1 2022$1,000
-99.2%
12
-99.5%
0.00%
-100.0%
Q4 2021$127,0000.0%2,3060.0%0.01%
-7.1%
Q3 2021$127,000
-0.8%
2,3060.0%0.01%
-6.7%
Q2 2021$128,000
+1.6%
2,3060.0%0.02%
-6.2%
Q1 2021$126,000
-3.1%
2,3060.0%0.02%
-11.1%
Q4 2020$130,0000.0%2,3060.0%0.02%
-14.3%
Q3 2020$130,0002,3060.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 271,173$14,969,0007.58%
KilterHowling LLC 119,036$6,570,8155.90%
Private Ocean, LLC 510,278$28,167,0003.30%
Atlantic Private Wealth, LLC 59,735$3,297,0002.90%
Stewardship Advisors, LLC 137,934$7,614,0002.74%
Prostatis Group LLC 57,793$3,190,1741.96%
RETIREMENT CAPITAL STRATEGIES 59,654$3,293,0001.21%
Apella Capital, LLC 148,367$8,190,0001.04%
PALLADIEM, LLC 21,372$1,180,0000.95%
GRAND WEALTH MANAGEMENT, LLC 37,955$2,095,0000.94%
View complete list of ISHARES TR shareholders