WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 555 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5970.0%60.0%0.00%
Q1 2024$597
-98.8%
6
-98.8%
0.00%
-100.0%
Q3 2023$48,848
-1.5%
504
-0.8%
0.02%0.0%
Q2 2023$49,581
+242.2%
508
+247.9%
0.02%
+216.7%
Q1 2023$14,4881460.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders