Werba Rubin Papier Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
Peloton Wealth Strategists 69,000$1,684,0000.68%
VALLEY NATIONAL ADVISERS INC 78,789$1,923,0000.36%
McLean Asset Management Corp 37,392$912,0000.35%
Northstar Group, Inc. 43,138$1,053,0000.25%
Bradley & Co. Private Wealth Management, LLC 12,132$297,0000.24%
CHILDRESS CAPITAL ADVISORS, LLC 19,393$473,0000.20%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$391,0000.16%
Bellecapital International Ltd. 21,251$519,0000.15%
Timber Creek Capital Management LLC 17,570$428,0000.13%
Klaas Financial Asset Advisors, LLC 22,200$542,0000.12%
View complete list of ISHARES TR shareholders