Sensible Financial Planning & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Sensible Financial Planning & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$113,000
+3.7%
2,9790.0%0.08%
+2.6%
Q2 2016$109,0000.0%2,9790.0%0.08%
-5.0%
Q1 2016$109,000
-11.4%
2,979
-14.9%
0.08%
-14.9%
Q4 2015$123,000
+0.8%
3,5020.0%0.09%
-2.1%
Q3 2015$122,000
-44.5%
3,502
-40.8%
0.10%
-47.0%
Q2 2015$220,000
-28.1%
5,914
-26.3%
0.18%
-34.9%
Q1 2015$306,000
+9.3%
8,020
+3.9%
0.28%
-2.8%
Q4 2014$280,000
-3.1%
7,720
-2.2%
0.29%
+13.5%
Q3 2014$289,0007,8950.25%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Horizons Wealth Management 15,753$394,5360.29%
Schoolcraft Capital LLC 8,917$223,3380.06%
Equitable Holdings, Inc. 141,144$3,535,0500.05%
Freedom Investment Management, Inc. 16,369$409,9780.05%
CARDIFF PARK ADVISORS, LLC 11,171$279,7890.04%
SOA Wealth Advisors, LLC. 3,747$93,8520.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,004$400,8320.02%
Front Row Advisors LLC 581$14,7150.01%
Rathbones Group PLC 30,972$775,7150.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,495$37,4430.00%
View complete list of ISHARES TR shareholders