SP Asset Management - ISHARES TR ownership

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ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.

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Quarter-by-quarter ownership
SP Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$210,000
-0.5%
2,746
+0.1%
0.02%
+9.5%
Q4 2021$211,000
-2.8%
2,742
+0.1%
0.02%
-8.7%
Q3 2021$217,000
+4.8%
2,738
+0.1%
0.02%0.0%
Q2 2021$207,000–2,734–0.02%–
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Other shareholders
ISHARES TR shareholders Q2 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