# ISHARES TR (WPS)

> Institutional ownership reported to the SEC as of Q2 2024, from Form 13F filings. Source: https://holderbook.com/stocks/WPS/

- Reporting holders: 26
- Reported value: $10.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $2.7M | 101,530 | 0.0% | 23 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2.4M | 92,738 | 0.0% | 27 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.2M | 47,261 | 0.0% | 6 |
| [Rathbones Group PLC](https://holderbook.com/funds/1351991-rathbones-group-plc/) | $938.6K | 35,937 | 0.0% | 23 |
| [Lester Murray Antman dba SimplyRich](https://holderbook.com/funds/1725888-lester-murray-antman-dba-simplyrich/) | $557.0K | 21,338 | 0.2% | 3 |
| [CARDIFF PARK ADVISORS, LLC](https://holderbook.com/funds/1910000-cardiff-park-advisors-llc/) | $477.7K | 18,290 | 0.0% | 11 |
| [Freedom Investment Management, Inc.](https://holderbook.com/funds/1566653-freedom-investment-management-inc/) | $424.5K | 16,252 | 0.0% | 23 |
| [BANK OF MONTREAL /CAN/](https://holderbook.com/funds/927971-bank-of-montreal-can/) | $415.1K | 15,725 | 0.0% | 13 |
| [Empirical Financial Services, LLC d.b.a. Empirical Wealth Management](https://holderbook.com/funds/1510434-empirical-financial-services-llc-d-b-a-empirical-wealth-mana/) | $314.1K | 12,026 | 0.0% | 23 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $293.5K | 10,673 | 0.2% | 9 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $269.1K | 10,302 | 0.0% | 9 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $225.7K | 8,640 | 0.0% | 4 |
| [Schoolcraft Capital LLC](https://holderbook.com/funds/1994333-schoolcraft-capital-llc/) | $208.3K | 7,976 | 0.0% | 22 |
| [COMERICA BANK](https://holderbook.com/funds/901541-comerica-bank/) | $122.1K | 4,675 | 0.0% | 4 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $69.6K | 2,665 | 0.0% | 21 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $53.8K | 2,061 | 0.0% | 23 |
| [SOA Wealth Advisors, LLC.](https://holderbook.com/funds/1849444-soa-wealth-advisors-llc/) | $51.0K | 1,952 | 0.0% | 15 |
| [PHILLIPS FINANCIAL MANAGEMENT, LLC](https://holderbook.com/funds/1350660-phillips-financial-management-llc/) | $20.4K | 781 | 0.0% | 8 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $16.8K | 644 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $12.8K | 491 | 0.0% | 18 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $8.2K | 314 | 0.0% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $6.6K | 254 | 0.0% | 3 |
| [Main Street Group, LTD](https://holderbook.com/funds/1965796-main-street-group-ltd/) | $6.5K | 249 | 0.0% | 3 |
| [Front Row Advisors LLC](https://holderbook.com/funds/1729254-front-row-advisors-llc/) | $3.7K | 140 | 0.0% | 2 |
| [Private Ocean, LLC](https://holderbook.com/funds/1601742-private-ocean-llc/) | $3.6K | 136 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2024 | 26 | $10.8M |
| Q1 2024 | 31 | $16.2M |
| Q4 2023 | 32 | $17.7M |
| Q3 2023 | 26 | $12.9M |
| Q2 2023 | 29 | $17.9M |
| Q1 2023 | 30 | $14.3M |
| Q4 2022 | 31 | $20.1M |
| Q3 2022 | 29 | $13.9M |
| Q2 2022 | 34 | $19.5M |
| Q1 2022 | 32 | $21.6M |
| Q4 2021 | 38 | $28.5M |
| Q3 2021 | 34 | $26.3M |