Werba Rubin Papier Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 390 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Werba Rubin Papier Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$594,175
-10.6%
14,107
-7.9%
0.16%
-15.0%
Q1 2024$664,413
+6.7%
15,323
-0.9%
0.19%
-8.5%
Q4 2023$622,884
+3.9%
15,468
-5.0%
0.21%
-0.9%
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 Q2 2024
NameSharesValueWeighting ↓
Urban Wealth Management, LLC 29,466$1,003,0003.38%
Advocacy Wealth Management Services, LLC 446,199$15,189,0002.44%
BG Investment Services, Inc. 61,440$2,091,0002.30%
Laurel Wealth Planning LLC 89,286$3,039,0002.14%
Brio Consultants, LLC 234,313$7,946,0001.80%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0001.80%
Financial Partners Group, Inc 185,855$6,327,0001.59%
Aspire Capital Advisors LLC 59,136$2,013,0001.53%
Buttonwood Financial Group, LLC 40,103$1,357,0001.33%
West Wealth Group, LLC 81,197$2,763,0001.28%
View complete list of ISHARES TR shareholders