WealthPlan Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 243 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$224,535
-1.9%
5,643
-3.3%
0.02%
-5.9%
Q3 2022$229,000
-44.3%
5,833
-42.5%
0.02%
-41.4%
Q1 2022$411,00010,1410.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders