WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 390 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$152,871
-11.4%
3,629
-8.8%
0.05%
-13.0%
Q1 2024$172,467
-35.6%
3,978
-40.2%
0.05%
-46.0%
Q4 2023$267,846
+7.3%
6,651
-2.5%
0.10%
+5.3%
Q3 2023$249,721
-7.9%
6,825
-1.7%
0.10%
-9.5%
Q2 2023$271,209
+5.4%
6,940
+0.6%
0.10%
-5.4%
Q1 2023$257,3706,8960.11%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders