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 ↓
R. W. Roge & Company, Inc. 363,419$18,901,00014.56%
Tri-Star Advisors Inc. 479,877$25,069,00010.51%
First Ascent Asset Management, LLC 1,001,371$53,003,00010.11%
Firestone Capital Management 589,964$31,227,0009.85%
Williams Financial, LLC 234,691$12,422,0009.37%
ONE Advisory Partners, LLC 264,942$14,023,0007.99%
High Falls Advisors, Inc 571,926$30,272,0007.73%
BIVIN & ASSOCIATES, INC. 158,321$8,380,0007.31%
JB Capital LLC 1,392,861$73,724,137,0007.21%
MCMORGAN & CO LLC 754,384$39,930,0007.03%
View complete list of ISHARES TR shareholders