BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 229 filers reported holding ISHARES TR in Q1 2022. 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 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 265,704$13,721,0007.16%
Private Ocean, LLC 505,055$26,081,0003.25%
Atlantic Private Wealth, LLC 42,738$2,207,0002.09%
Elwood & Goetz Wealth Advisory Group, LLC 124,250$6,416,0001.99%
Stewardship Advisors, LLC 97,374$5,028,0001.85%
KilterHowling LLC 25,558$1,319,8271.34%
Apella Capital, LLC 161,292$8,330,0001.17%
RETIREMENT CAPITAL STRATEGIES 57,188$2,881,0001.16%
GRAND WEALTH MANAGEMENT, LLC 37,768$1,950,0000.91%
Pine Haven Investment Counsel, Inc 17,606$909,0000.89%
View complete list of ISHARES TR shareholders