WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 477 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 0.9%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$15,231
+13.1%
71
+2.9%
0.01%
+25.0%
Q1 2024$13,462
+38.9%
69
+9.5%
0.00%0.0%
Q3 2023$9,691
+69.8%
63
+75.0%
0.00%
+100.0%
Q2 2023$5,708
+20.8%
36
+5.9%
0.00%0.0%
Q1 2023$4,724340.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
First Citizens Asset Management, Inc. 306,036$65,650,89324.47%
BUSH INVESTMENT GROUP, LLC 103,935$22,296,13619.14%
VICTORY FINANCIAL GROUP, LLC 168,789$36,208,53316.94%
Williams Financial, LLC 113,145$24,271,77816.16%
Peterson Financial Group, Inc. 11,899$2,552,58515.56%
Kingdom Financial Group LLC. 103,905$22,289,81815.09%
SOA Wealth Advisors, LLC. 296,167$63,533,80812.78%
Intelligence Driven Advisers, LLC 340,078$72,953,51010.34%
Family Capital Management, Inc. 59,823$12,833,1408.75%
Cosner Financial Group, LLC 56,294$12,211,2628.64%
View complete list of ISHARES TR shareholders