WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 196 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 5.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$18,216
+2.6%
650.0%0.00%
+50.0%
Q1 2023$17,749
-91.6%
65
-94.3%
0.00%
-93.9%
Q1 2019$212,000
-5.4%
1,1440.0%0.03%
-8.3%
Q4 2018$224,000
-99.3%
1,144
+432.1%
0.04%
+260.0%
Q3 2016$32,211,000
+0.9%
215
-50.0%
0.01%
+150.0%
Q2 2016$31,919,000
+37.1%
430
+17.8%
0.00%0.0%
Q4 2015$23,284,0003650.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders