Kaizen Financial Strategies - ISHARES TR ownership

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%.

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 Q2 2022
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,945$50,403,00038.13%
HILLTOP WEALTH ADVISORS, LLC 346,038$25,576,00017.96%
Johnson Midwest Financial, LLC 266,243$19,678,00016.08%
Salomon & Ludwin, LLC 1,331,191$98,388,00015.30%
EisnerAmper Wealth Management Corporate Benefits, LLC 362,807$26,815,00013.50%
ShoreHaven Wealth Partners, LLC 335,846$24,822,00012.93%
Praetorian Wealth Management, Inc. 495,530$36,625,00012.41%
Powell Investment Advisors, LLC 261,502$19,328,00011.94%
MMA ASSET MANAGEMENT LLC 199,004$14,708,00011.23%
Carl P. Sherr & Co., LLC 148,295$10,961,0008.75%
View complete list of ISHARES TR shareholders