WEALTH MANAGEMENT RESOURCES, INC. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTH MANAGEMENT RESOURCES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$326,335
+2.7%
12,914
+0.0%
0.20%
-2.4%
Q4 2022$317,679
+8.8%
12,908
+5.5%
0.21%
+6.2%
Q3 2022$292,000
-2.3%
12,232
+0.9%
0.19%
+5.4%
Q2 2022$299,000
-38.4%
12,127
-30.6%
0.18%
-45.1%
Q1 2022$485,000
-15.5%
17,485
-8.8%
0.34%
-9.5%
Q4 2021$574,00019,1660.37%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders