BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 325 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$4,351
-90.5%
128
-91.5%
0.00%
-100.0%
Q3 2022$46,000
-2.1%
1,5000.0%0.01%
+20.0%
Q2 2022$47,000
-17.5%
1,5000.0%0.01%
-16.7%
Q1 2022$57,000
-5.0%
1,5000.0%0.01%0.0%
Q4 2021$60,000
+1.7%
1,5000.0%0.01%
-14.3%
Q3 2021$59,000
-3.3%
1,5000.0%0.01%0.0%
Q2 2021$61,000
+5.2%
1,5000.0%0.01%0.0%
Q1 2021$58,0001,5000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HARVEST GROUP WEALTH MANAGEMENT, LLC 186,533$7,530,0004.48%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,358,337$54,836,0001.89%
WRAPMANAGER INC 172,725$6,973,0001.80%
BLUESTEM FINANCIAL ADVISORS, LLC 46,228$1,866,0001.26%
Addison Advisors LLC 33,800$1,365,0001.10%
RPg Family Wealth Advisory, LLC 65,219$2,632,891,0001.07%
Parkside Advisors LLC 75,375$3,043,0000.97%
Adero Partners, LLC 96,700$3,904,0000.90%
Mascoma Wealth Management LLC 47,205$1,906,0000.82%
Stewardship Advisors, LLC 51,233$2,068,0000.78%
View complete list of ISHARES TR shareholders