Werba Rubin Papier Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Werba Rubin Papier Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$599,677
-6.4%
16,290
-0.6%
0.21%
-4.1%
Q2 2023$640,363
-1.8%
16,386
-6.3%
0.22%
-13.3%
Q1 2023$652,392
-5.5%
17,481
-8.2%
0.26%
-10.2%
Q4 2022$690,20519,0350.28%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders