WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 1 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$35,504
+0.3%
1,4000.0%0.01%0.0%
Q2 2023$35,4061,4000.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 447,156$11,326,46313.23%
American Planning Services, Inc. 608,756$15,438,05210.26%
Paradigm, Strategies in Wealth Management, LLC 498,577$12,643,9088.06%
Ruggaard & Associates LLC 474,954$12,044,8437.17%
PFG Private Wealth Management, LLC 233,076$5,910,8124.39%
Windsor Capital Management, LLC 488,053$12,377,0364.28%
Keeler Thomas Management LLC 432,838$10,976,9734.06%
Summit Asset Management, LLC 526,777$13,359,0593.63%
Madden Advisory Services, Inc. 222,050$5,631,1893.56%
Reliant Wealth Planning 250,626$6,355,8753.37%
View complete list of ISHARES TR shareholders