WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 183 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 3.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,094
-7.1%
320.0%0.00%0.0%
Q1 2024$2,253320.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
KKM Financial LLC 47,256$4,228,4142.00%
Florin Court Capital LLP 15,400$1,007,6221.39%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 43,084$2,818,9861.00%
Migdal Insurance & Financial Holdings Ltd. 860,000$56,2700.94%
Indie Asset Partners, LLC 15,032$983,5440.78%
Clarus Wealth Advisors 22,763$1,455,2390.77%
JMAC ENTERPRISES LLC 61,278$4,009,4200.70%
Massachusetts Wealth Management 14,888$974,1220.65%
McGuire Investment Group, LLC 48,857$3,196,7140.46%
Retirement Planning Co of New England, Inc. 12,825$839,1390.46%
View complete list of ISHARES TR shareholders