Werba Rubin Papier Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 70 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 376,126$8,799,00014.12%
Peloton Wealth Strategists 101,300$2,370,0001.16%
Asset Dedication, LLC 170,602$3,984,0000.59%
Northstar Group, Inc. 53,817$1,260,0000.36%
VALLEY NATIONAL ADVISERS INC 70,883$1,660,0000.35%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
Timber Creek Capital Management LLC 23,998$561,0000.19%
Bellecapital International Ltd. 25,964$607,0000.17%
McLean Asset Management Corp 17,542$410,0000.16%
Bradley & Co. Private Wealth Management, LLC 5,717$133,0000.15%
View complete list of ISHARES TR shareholders