WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 226 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$5,8211210.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Pensionmark Financial Group, LLC 296,705$14,696,0006.59%
Epstein & White Financial LLC 182,479$9,031,0005.64%
Mandatum Life Insurance Co Ltd 422,489$20,926,0004.98%
Leicht Financial Planning & Wealth Management, Inc. 73,044$3,612,0004.77%
Probity Advisors, Inc. 221,613$10,976,0004.07%
Asset Planning Services, Ltd. 134,685$6,671,0003.38%
Summit X, LLC 102,841$5,078,0002.93%
CREATIVE FINANCIAL DESIGNS INC /ADV 64,937$3,216,0002.33%
Fiduciary Trust Co International of Pennsylvania 686,433$45,171,0002.24%
KCS Wealth Advisory 40,730$2,017,0002.13%
View complete list of ISHARES TR shareholders