WealthPlan Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 460 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q2 2022
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 465,104$24,748,00010.87%
Firestone Capital Management 601,137$32,155,00010.64%
First Ascent Asset Management, LLC 899,864$47,909,00010.64%
Williams Financial, LLC 209,495$11,154,0009.65%
R. W. Roge & Company, Inc. 267,725$14,176,0008.40%
MCMORGAN & CO LLC 778,751$41,461,0008.32%
ONE Advisory Partners, LLC 237,025$12,619,0007.83%
High Falls Advisors, Inc 540,099$28,755,0007.81%
SigFig Wealth Management, LLC 2,595,464$138,183,0006.93%
JACOBSON & SCHMITT ADVISORS, LLC 465,331$24,774,0006.83%
View complete list of ISHARES TR shareholders