BerganKDV Wealth Management, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUSC and the CUSIP is 67092P607. A total of 112 filers reported holding NUSHARES ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q2 2023$1,070,343
+65.3%
28,936
+58.3%
0.11%
+59.7%
Q1 2023$647,402
+28.0%
18,283
+23.5%
0.07%
+21.8%
Q4 2022$505,830
-7.5%
14,799
-13.2%
0.06%
-15.4%
Q3 2022$547,000
+8.7%
17,047
+11.2%
0.06%
+12.1%
Q2 2022$503,000
-17.1%
15,332
+0.6%
0.06%
-10.8%
Q1 2022$607,000
+3.6%
15,237
+9.3%
0.06%
+6.6%
Q4 2021$586,000
+14.7%
13,941
+18.6%
0.06%
+5.2%
Q3 2021$511,000
+65.9%
11,755
+72.4%
0.06%
+56.8%
Q2 2021$308,000
+33.9%
6,817
+27.8%
0.04%
+23.3%
Q1 2021$230,000
+1050.0%
5,336
+920.3%
0.03%
+900.0%
Q4 2020$20,000
+25.0%
5230.0%0.00%0.0%
Q3 2020$16,0005230.00%
Other shareholders
NUSHARES ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 732,920$29,199,53612.98%
Compass Ion Advisors, LLC 671,804$26,765,0008.28%
IMPACTfolio, LLC 202,633$8,073,0006.01%
Colorado Capital Management, Inc. 123,738$4,929,0003.54%
SILVERHAWK ASSET MANAGEMENT, LLC 92,065$3,668,0002.94%
Laurel Wealth Planning LLC 80,949$3,225,0002.18%
First Pacific Financial 83,969$3,345,0001.72%
Stonehearth Capital Management, LLC 68,718$2,738,0001.42%
Corundum Group, Inc. 37,000$1,474,0001.37%
BSW Wealth Partners 120,510$4,801,0001.21%
View complete list of NUSHARES ETF TR shareholders