Resource Planning Group - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 67 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Resource Planning Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$256,851
-10.2%
5,4360.0%0.22%
-6.0%
Q2 2023$285,925
-0.3%
5,436
+1.8%
0.23%
-0.4%
Q1 2023$286,918
+5.5%
5,3400.0%0.23%
+6.9%
Q4 2022$271,931
-3.6%
5,340
+5.5%
0.22%
-7.2%
Q2 2022$282,000
-1.7%
5,064
+13.1%
0.24%
+14.1%
Q1 2022$287,000
+4.7%
4,476
+11.9%
0.21%
+14.4%
Q1 2021$274,0004,0010.18%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 88,333$6,055,0005.41%
Brio Consultants, LLC 244,552$16,764,0004.94%
USAdvisors Wealth Management, LLC 81,423$5,375,0002.60%
Verde Capital Management 83,467$5,722,0002.52%
Centennial Wealth Advisory LLC 39,502$2,708,0001.79%
Stadion Money Management, LLC 296,428$20,320,0000.92%
Onyx Bridge Wealth Group LLC 24,497$1,679,0000.84%
Wechter Feldman Wealth Management, Inc. 9,227$633,0000.47%
Renasant Bank 4,780$328,0000.26%
WEALTHSOURCE PARTNERS, LLC 34,166$2,342,0000.23%
View complete list of ISHARES TR shareholders