Werba Rubin Papier Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 63 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Werba Rubin Papier Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,366,465
-13.7%
142,406
-13.7%
1.20%
-11.5%
Q2 2023$3,900,275
+0.1%
165,056
+0.1%
1.35%
-11.5%
Q1 2023$3,894,698
-0.2%
164,960
-0.8%
1.53%
-4.9%
Q4 2022$3,901,394166,2291.61%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 741,751$17,512,7524.94%
Peloton Wealth Strategists 154,400$3,6451.66%
Werba Rubin Papier Wealth Management 164,960$3,894,6981.53%
Asset Dedication, LLC 255,636$6,0250.56%
Endowment Wealth Management, Inc. 23,378$551,9450.56%
Straight Path Wealth Management 21,852$515,9260.41%
SageView Advisory Group, LLC 247,560$5,844,8910.37%
Carr Financial Group Corp 31,103$734,3370.32%
Northstar Group, Inc. 51,377$1,213,0230.31%
4J Wealth Management LLC 11,191$264,2130.28%
View complete list of ISHARES TR shareholders