WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$311,000
-10.1%
3,818
-10.9%
0.02%
-13.0%
Q3 2021$346,000
-20.6%
4,284
-20.5%
0.02%
-25.8%
Q2 2021$436,000
-95.7%
5,386
+2593.0%
0.03%
+933.3%
Q3 2016$10,204,000
+6.7%
2000.0%0.00%
+200.0%
Q2 2016$9,560,000
-9.8%
2000.0%0.00%
-50.0%
Q4 2015$10,598,0002000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 50,033$3,5251.49%
Centurion Wealth Management LLC 42,050$2,961,9801.45%
Salomon & Ludwin, LLC 82,779$5,831,3420.61%
Phoenix Holdings Ltd. 366,476$25,816,2920.47%
Arete Wealth Advisors, LLC 34,940$2,461,3630.43%
ICICI Prudential Asset Management Co Ltd 24,314$1,712,7920.22%
CLIENT 1ST ADVISORY GROUP, LLC 5,294$372,9340.20%
SENTINEL TRUST CO LBA 15,800$1,1130.16%
Spire Wealth Management 45,892$3,232,6290.12%
Sunflower Bank, N.A. 7,170$505,0890.12%
View complete list of ISHARES TR shareholders