WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 710 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$17,989
-57.0%
185
-54.5%
0.01%
-61.5%
Q1 2024$41,815
-10.9%
407
-22.6%
0.01%
-27.8%
Q3 2023$46,923
-7.2%
526
-1.1%
0.02%
-10.0%
Q2 2023$50,580
-25.8%
532
-27.0%
0.02%
-31.0%
Q1 2023$68,1817290.03%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders