BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 314 filers reported holding ISHARES TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 142,803$4,8055.93%
Dunhill Financial, LLC 190,521$6,380,5364.02%
FLPUTNAM INVESTMENT MANAGEMENT CO 2,006,299$67,511,9591.87%
BLUESTEM FINANCIAL ADVISORS, LLC 84,959$2,858,8561.74%
WRAPMANAGER INC 147,970$4,979,1911.59%
IMPACTfolio, LLC 65,153$2,192,3981.58%
Laurel Wealth Planning LLC 41,861$1,4091.10%
HILL ISLAND FINANCIAL LLC 81,564$2,744,6281.09%
Parkside Advisors LLC 103,194$3,486,1051.08%
REGATTA CAPITAL GROUP, LLC 101,368$3,411,0481.08%
View complete list of ISHARES TR shareholders