WR Wealth Planners, LLC - ISHARES TR ownership

ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 31 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
Q2 2024$234,641
+3.3%
5,202
+0.3%
0.07%
+1.4%
Q1 2024$227,215
-67.6%
5,184
-67.5%
0.07%
-72.8%
Q4 2023$700,926
-11.4%
15,941
-13.8%
0.26%
-13.3%
Q3 2023$790,671
+0.5%
18,483
+5.2%
0.30%
-1.3%
Q2 2023$786,657
-0.7%
17,575
+1.1%
0.30%
-10.8%
Q1 2023$791,85817,3920.34%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Values Added Financial LLC 9,740$439,3310.32%
FLOW TRADERS U.S. LLC 95,408$4,3030.21%
One Wealth Advisors, LLC 10,260$463,2390.10%
WR Wealth Planners, LLC 5,202$234,6410.07%
Aries Wealth Management 4,980$224,6270.07%
LGT Financial Advisors LLC 340$15,3250.03%
Glass Jacobson Investment Advisors llc 1,919$86,5500.03%
OLD MISSION CAPITAL LLC 33,861$1,527,3300.03%
Merit Financial Group, LLC 23,615$1,065,1940.02%
Addison Advisors LLC 1,380$62,2470.02%
View complete list of ISHARES TR shareholders