WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 101 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,421
+13.5%
70.0%0.00%
Q1 2023$2,133
-99.0%
7
-99.4%
0.00%
-100.0%
Q3 2018$208,000
-6.7%
1,228
+0.7%
0.04%
-17.4%
Q2 2018$223,000
-94.5%
1,219
+3286.1%
0.05%
+4500.0%
Q3 2016$4,079,000
+7.6%
36
-50.0%
0.00%
Q2 2016$3,790,000720.00%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 46,321$15,815,00011.22%
Financial Advantage, Inc. 31,059$10,604,0009.16%
Shannon River Fund Management LLC 300,000$102,426,0006.92%
GPS Wealth Strategies Group, LLC 52,238$17,835,0005.26%
MinichMacGregor Wealth Management, LLC 40,424$13,801,0005.16%
Covenant Multifamily Offices, LLC 71,194$24,307,0004.97%
360 Financial, Inc. 22,307$7,616,0004.29%
Friedenthal Financial 16,890$5,767,0004.25%
MCMILLION CAPITAL MANAGEMENT INC 19,912$6,798,0003.98%
SFMG, LLC 97,443$33,269,0003.86%
View complete list of ISHARES TR shareholders