BerganKDV Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 30 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$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 Q1 2022
NameSharesValueWeighting ↓
Capital Investment Advisors, LLC 1,181,799$28,197,7130.71%
Horizons Wealth Management 38,210$911,6810.60%
Montecito Bank & Trust 46,189$1,102,0700.24%
Richard P Slaughter Associates Inc 36,894$880,2900.22%
Greenfield Savings Bank 12,099$288,6820.17%
View complete list of ISHARES TR shareholders