WealthPlan Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 461 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$91
-1.1%
20.0%0.00%
Q1 2023$92
-100.0%
2
-100.0%
0.00%
-100.0%
Q4 2022$1,787,862
+7.5%
39,096
+8.3%
0.12%
+3.3%
Q3 2022$1,663,000
-14.3%
36,097
-11.4%
0.12%
-10.4%
Q1 2022$1,940,00040,7220.14%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders