WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 58 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2016
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 60,460$3,970,0001.59%
KCS Wealth Advisory 14,456$952,0000.88%
Slow Capital, Inc. 24,342$1,603,0000.71%
AVIANCE CAPITAL MANAGEMENT, LLC 49,120$3,235,0000.32%
JUNCTURE WEALTH STRATEGIES, LLC 8,799$579,0000.30%
Arete Wealth Advisors, LLC 17,087$1,125,0000.25%
Raab & Moskowitz Asset Management LLC 8,634$568,0000.24%
Merriman Wealth Management, LLC 16,600$1,093,0000.23%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 4,247$280,0000.20%
HOLDERNESS INVESTMENTS CO 5,852$385,0000.17%
View complete list of ISHARES TR shareholders