Opus Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
Opus Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$206,000
-45.6%
3,418
-31.2%
0.04%
-43.2%
Q1 2022$379,000
-8.9%
4,9680.0%0.07%
-14.0%
Q4 2021$416,000
+27.6%
4,968
+12.5%
0.09%
+16.2%
Q3 2021$326,000
+1.6%
4,4160.0%0.07%
+1.4%
Q2 2021$321,000
-3.9%
4,416
-14.0%
0.07%
-8.8%
Q1 2021$334,000
+1.8%
5,1360.0%0.08%
-3.6%
Q4 2020$328,000
+10.4%
5,136
+300.0%
0.08%
-4.6%
Q3 2020$297,000
+11.7%
1,2840.0%0.09%
+7.4%
Q2 2020$266,000
+25.5%
1,2840.0%0.08%
+8.0%
Q1 2020$212,000
-52.0%
1,284
-43.8%
0.08%
-42.3%
Q4 2019$442,000
+7.5%
2,2840.0%0.13%
+2.4%
Q3 2019$411,000
+0.5%
2,2840.0%0.13%
+3.3%
Q2 2019$409,000
+3.8%
2,2840.0%0.12%
+17.1%
Q1 2019$394,000
+14.5%
2,2840.0%0.10%
+45.8%
Q4 2018$344,000
-15.1%
2,2840.0%0.07%
-20.9%
Q3 2018$405,000
-44.4%
2,284
-49.1%
0.09%
-48.9%
Q2 2018$729,000
+4.9%
4,4840.0%0.18%
+1.7%
Q1 2018$695,000
+1.5%
4,4840.0%0.18%
+15.9%
Q4 2017$685,000
-1.7%
4,484
-7.7%
0.15%
-5.0%
Q3 2017$697,000
+4.8%
4,8590.0%0.16%
+22.3%
Q2 2017$665,000
+6.2%
4,859
+2.1%
0.13%
+56.6%
Q1 2017$626,000
+7.9%
4,7600.0%0.08%
-3.5%
Q4 2016$580,000
+0.2%
4,7600.0%0.09%
-28.3%
Q3 2016$579,000
+4.3%
4,7600.0%0.12%
-2.4%
Q2 2016$555,000
+0.5%
4,7600.0%0.12%
+0.8%
Q1 2016$552,000
+0.2%
4,7600.0%0.12%
+31.2%
Q4 2015$551,000
+7.4%
4,7600.0%0.09%
+6.9%
Q3 2015$513,000
-5.4%
4,7600.0%0.09%
+2.4%
Q2 2015$542,0000.0%4,7600.0%0.08%
-1.2%
Q1 2015$542,000
+2.1%
4,7600.0%0.09%
+11.7%
Q4 2014$531,000
+4.5%
4,7600.0%0.08%
+10.0%
Q3 2014$508,000
+1.4%
4,7600.0%0.07%
+100.0%
Q2 2014$501,000
+5.5%
4,7600.0%0.04%
+2.9%
Q1 2014$475,000
+15.0%
4,760
+13.7%
0.03%
+47.8%
Q4 2013$413,000
+10.4%
4,1850.0%0.02%
+9.5%
Q3 2013$374,0004,1850.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders