Marks Group Wealth Management, Inc - ISHARES TR ownership

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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%.

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Quarter-by-quarter ownership
Marks Group Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,398,231
-2.9%
20,436
+0.0%
0.17%
+1.2%
Q2 2023$1,439,906
+10.3%
20,430
+0.0%
0.17%
+2.4%
Q1 2023$1,304,889
+9.3%
20,424
+0.0%
0.17%
+2.5%
Q4 2022$1,194,336
+27.5%
20,416
+26.1%
0.16%
+14.0%
Q3 2022$937,000
-4.3%
16,192
-0.2%
0.14%
+1.4%
Q2 2022$979,000
-20.9%
16,225
+0.2%
0.14%
-9.0%
Q1 2022$1,237,000
-8.7%
16,1920.0%0.16%
-6.1%
Q4 2021$1,355,000
+13.3%
16,1920.0%0.16%
+1.9%
Q3 2021$1,196,000
+1.5%
16,1920.0%0.16%0.0%
Q2 2021$1,178,000
+11.8%
16,1920.0%0.16%
+3.8%
Q1 2021$1,054,000
+2.0%
16,1920.0%0.16%
-3.1%
Q4 2020$1,033,000
+10.5%
16,192
+300.0%
0.16%
-4.7%
Q3 2020$935,000
+11.3%
4,0480.0%0.17%
-1.2%
Q2 2020$840,000
+25.7%
4,0480.0%0.17%
-1.2%
Q1 2020$668,000
-14.8%
4,0480.0%0.17%
+12.3%
Q4 2019$784,000–4,048–0.15%–
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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