WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 178 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.10 and the average weighting 0.3%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,601
-2.9%
320.0%0.00%
-100.0%
Q1 2024$1,648
-24.0%
32
-30.4%
0.00%0.0%
Q3 2023$2,168
-8.6%
460.0%0.00%0.0%
Q2 2023$2,371
-1.6%
460.0%0.00%0.0%
Q1 2023$2,410460.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 994,131$22,335,9156.80%
Allianz Investment Management U.S. LLC 1,622,000$81,148,6605.25%
Tennessee Valley Asset Management Partners 738,482$36,953,6763.80%
Destiny Capital Corp/CO 106,121$5,310,3033.63%
Carolina Wealth Advisors, LLC 131,194$6,564,9573.22%
Eley Financial Management, Inc 131,002$6,555,3402.78%
RiverFront Investment Group, LLC 1,581,003$79,1132.11%
Pinnacle Family Advisors, LLC 75,115$3,758,7312.08%
Klaas Financial Asset Advisors, LLC 203,055$10,160,8921.86%
WESPAC Advisors SoCal, LLC 120,486$6,029,1191.51%
View complete list of ISHARES TR shareholders