Tempus Wealth Planning, 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
Tempus Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,095,582
+2.3%
29,733
+21.4%
0.95%
-14.4%
Q4 2021$2,049,000
+5.7%
24,485
-6.7%
1.10%
+0.6%
Q3 2021$1,939,000
-1.0%
26,234
-2.6%
1.10%
-15.5%
Q2 2021$1,959,000
+11.9%
26,934
+0.2%
1.30%
-29.9%
Q1 2021$1,751,00026,8911.85%
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