WealthPlan Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 277 filers reported holding ISHARES TR in Q2 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$329,193
-9.8%
4,430
-14.0%
0.02%
-14.8%
Q3 2022$365,000
+77.2%
5,149
+92.3%
0.03%
+92.9%
Q1 2022$206,0002,6770.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders