WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 258 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$53,057
-20.1%
2,282
-18.6%
0.02%
-23.8%
Q1 2024$66,399
-36.2%
2,804
-43.0%
0.02%
-47.5%
Q3 2023$104,051
-34.9%
4,915
-29.3%
0.04%
-35.5%
Q2 2023$159,759
-30.0%
6,955
-30.2%
0.06%
-37.4%
Q1 2023$228,3659,9590.10%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$14,829,0008.47%
SVB Investment Services Inc. 219,541$5,593,0004.46%
CAHABA WEALTH MANAGEMENT, INC. 1,095,557$27,914,0004.33%
Lester Murray Antman dba SimplyRich 369,375$9,412,0003.74%
VIEWPOINT INVESTMENT PARTNERS CORP 184,300$4,696,0003.58%
Klaas Financial Asset Advisors, LLC 500,809$12,761,0003.56%
Boston Standard Wealth Management, LLC 400,176$10,277,000,0003.34%
Wiser Wealth Management, Inc 160,132$4,080,0002.80%
GP Brinson Investments LLC 132,309$3,371,0002.76%
Larson Financial Group LLC 356,908$9,094,0002.68%
View complete list of ISHARES TR shareholders