BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 168 filers reported holding ISHARES TR in Q2 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 Q2 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 244,422$10,9905.36%
Atlantic Private Wealth, LLC 79,800$3,614,9583.65%
Private Ocean, LLC 593,180$26,871,0523.41%
Summit Wealth Group, LLC 50,343$2,2812.04%
One Wealth Advisors, LLC 199,579$9,040,9292.01%
Affinity Capital Advisors, LLC 130,502$5,911,7441.62%
Bond & Devick Financial Network, Inc. 53,091$2,405,0221.55%
Omega Financial Group, LLC 67,938$3,077,5991.50%
Stewardship Advisors, LLC 84,394$3,823,0601.49%
Mascoma Wealth Management LLC 102,837$4,658,4951.46%
View complete list of ISHARES TR shareholders