Kaizen Financial Strategies - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kaizen Financial Strategies ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$277,000
-8.9%
3,633
+0.1%
0.22%
-4.8%
Q4 2021$304,000
+3.4%
3,630
-8.7%
0.23%
-3.8%
Q3 2021$294,000
-18.6%
3,976
-28.3%
0.24%
-31.1%
Q1 2021$361,000
-50.1%
5,547
-51.1%
0.34%
-57.2%
Q4 2020$724,00011,3390.80%
Other shareholders
ISHARES TR shareholders Q4 2020
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