BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 86 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$141,450
-2.3%
6,3860.0%0.01%
-6.7%
Q1 2023$144,707
+1.9%
6,3860.0%0.02%0.0%
Q4 2022$142,0596,3860.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BENJAMIN EDWARDS INC 29,168$743,0000.51%
BENJAMIN F. EDWARDS & COMPANY, INC. 243,488$6,203,0000.32%
CONFLUENCE INVESTMENT MANAGEMENT LLC 106,947$2,725,0000.04%
PARK AVENUE SECURITIES LLC 47,496$1,210,0000.03%
STIFEL FINANCIAL CORP 568,079$14,472,0000.02%
FLOW TRADERS U.S. LLC 13,988$356,0000.02%
BANK OF AMERICA CORP /DE/ 6,568$167,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
Citadel Advisors 13,215$337,0000.00%
View complete list of ISHARES TR shareholders