WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is XJH and the CUSIP is 46436E551. A total of 110 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$15,947
-60.7%
403
-59.3%
0.01%
-61.5%
Q1 2024$40,628
+4.9%
989
-13.5%
0.01%
-13.3%
Q3 2023$38,713
-6.1%
1,143
-1.2%
0.02%
-6.2%
Q2 2023$41,213
-24.5%
1,157
-28.0%
0.02%
-33.3%
Q1 2023$54,5881,6060.02%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 131,848$4,481,5142.96%
RVW Wealth, LLC 285,182$9,693,3361.20%
Affiance Financial, LLC 34,068$1,157,9710.61%
Atlantic Private Wealth, LLC 16,290$553,6970.58%
Mascoma Wealth Management LLC 44,899$1,511,2880.44%
DOHJ, LLC 15,972$542,8770.28%
Fortis Capital Management LLC 18,644$633,7080.26%
REGATTA CAPITAL GROUP, LLC 21,741$713,1620.25%
GOULD ASSET MANAGEMENT LLC /CA/ 24,890$846,0110.24%
BAILARD, INC. 189,403$6,437,8080.23%
View complete list of ISHARES TR shareholders