BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 21 filers reported holding ISHARES TR in Q1 2022. 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$297,128
-1.7%
12,8460.0%0.03%
-3.2%
Q1 2023$302,267
+1.1%
12,8460.0%0.03%
-3.1%
Q4 2022$299,055
+89.3%
12,846
+88.9%
0.03%
+68.4%
Q3 2022$158,000
-3.1%
6,7990.0%0.02%0.0%
Q2 2022$163,000
-1.2%
6,7990.0%0.02%
+5.6%
Q1 2022$165,000
-4.1%
6,7990.0%0.02%0.0%
Q4 2021$172,000
-1.1%
6,7990.0%0.02%
-10.0%
Q3 2021$174,0006,7990.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 362,876$8,367,8886.59%
MOSELEY INVESTMENT MANAGEMENT INC 263,629$6,084,5573.64%
Hills Bank & Trust Co 1,044,207$24,100,2972.80%
FinTrust Capital Advisors, LLC 519,925$11,999,8692.66%
Keeler Thomas Management LLC 270,519$6,185,2652.29%
MV CAPITAL MANAGEMENT, INC. 656,757$15,157,9462.02%
Altus Wealth Group LLC 135,583$3,129,2561.98%
Denver PWM, LLC 202,994$4,666,8331.95%
Journey Advisory Group, LLC 547,592$12,638,4241.89%
Lunt Capital Management, Inc. 151,726$3,501,8361.85%
View complete list of ISHARES TR shareholders