WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 137 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 4.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$3,270,000
+12.6%
200.0%0.01%
+1000.0%
Q3 2016$2,904,000
+8.1%
20
-50.0%
0.00%
Q2 2016$2,686,000
-95.0%
40
-96.6%
0.00%
-100.0%
Q4 2015$53,994,000
+1998.5%
1,160
-93.5%
0.01%
-99.2%
Q2 2015$2,573,000
+282.3%
17,745
+312.5%
1.13%
+259.7%
Q1 2015$673,0004,3020.31%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders