BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 17 filers reported holding ISHARES TR in Q3 2021. 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$396,723
-0.9%
16,6690.0%0.04%
-2.4%
Q1 2023$400,223
+0.7%
16,6690.0%0.04%
-4.7%
Q4 2022$397,556
+53.5%
16,669
+54.4%
0.04%
+38.7%
Q3 2022$259,000
-1.9%
10,7970.0%0.03%
+3.3%
Q2 2022$264,000
-0.8%
10,7970.0%0.03%
+7.1%
Q1 2022$266,000
-3.3%
10,7970.0%0.03%
-3.4%
Q4 2021$275,000
+57.1%
10,797
+58.8%
0.03%
+45.0%
Q3 2021$175,0006,7970.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 666,030$15,864,77912.49%
Financial Strategies Group, Inc. 874,312$20,808,6176.56%
4J Wealth Management LLC 259,179$6,178,8196.15%
Day & Ennis, LLC 628,058$14,972,8945.58%
Campbell Wealth Management 1,751,576$41,7585.08%
SevenOneSeven Capital Management 90,323$2,151,4945.00%
Keeler Thomas Management LLC 508,969$12,104,4594.48%
Faithward Advisors, LLC 720,765$17,168,6314.18%
Atlantic Private Wealth, LLC 148,252$3,534,3213.57%
Stephens Consulting, LLC 362,600$8,644,3763.51%
View complete list of ISHARES TR shareholders