WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 647 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 12.66 and the average weighting 0.5%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$127,825
+5.5%
1,107
+5.8%
0.04%
+2.6%
Q1 2024$121,137
+18.3%
1,046
+15.6%
0.04%
-2.6%
Q3 2023$102,410
-24.5%
905
-23.1%
0.04%
-26.4%
Q2 2023$135,661
+62.4%
1,177
+65.8%
0.05%
+47.2%
Q1 2023$83,5327100.04%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Marks Wealth, LLC 153,509$18,320,00021.53%
Verdad Advisers, LP 180,000$21,481,00020.25%
Northstar Advisory Group, LLC 184,730$22,046,00016.37%
Tanglewood Wealth Management, Inc. 838,898$100,114,00013.50%
Alhambra Investment Management LLC 148,119$17,677,00012.79%
SFMG, LLC 762,205$90,962,00010.55%
Gould Capital, LLC 100,913$12,043,0009.69%
SNS Financial Group, LLC 588,951$70,285,0009.16%
Hilton Capital Management, LLC 610,210$72,822,0008.94%
PROFFITT & GOODSON INC 355,138$42,382,0008.66%
View complete list of ISHARES TR shareholders