WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 76 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$11,024
-3.7%
1850.0%0.00%
+100.0%
Q1 2023$11,450
-99.9%
1850.0%0.00%
-66.7%
Q3 2016$9,202,000
+11.3%
185
-50.0%
0.00%
+200.0%
Q2 2016$8,270,000
-26.3%
370
-53.5%
0.00%
-50.0%
Q4 2015$11,224,000
+86238.5%
795
+200.0%
0.00%
-66.7%
Q2 2015$13,0000.0%2650.0%0.01%0.0%
Q1 2015$13,0002650.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RiverFront Investment Group, LLC 456,360$22,808,0000.64%
Telos Capital Management, Inc. 18,703$935,0000.55%
EXENCIAL WEALTH ADVISORS, LLC 15,865$858,0000.36%
Independent Portfolio Consultants, Inc. 24,755$1,237,0000.25%
Texas Yale Capital Corp. 44,015$2,200,0000.18%
ASSETMARK, INC 144,724$7,233,0000.15%
West Oak Capital, LLC 2,685$134,196,0000.10%
1st Global Advisors, Inc. 10,419$521,0000.08%
ARGI Investment Services, LLC 9,227$461,0000.05%
BB&T SECURITIES, LLC 24,145$12,067,0000.03%
View complete list of ISHARES TR shareholders