WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 32 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2016
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 25,757$1,473,0000.41%
Institute for Wealth Management, LLC. 17,493$1,000,0000.28%
Independence Trust CO 3,593$205,0000.24%
BAROMETER CAPITAL MANAGEMENT INC. 36,800$2,104,0000.21%
OLD MISSION CAPITAL LLC 68,572$3,601,0000.21%
Almanack Investment Partners, LLC. 5,524$316,0000.18%
Texas Yale Capital Corp. 32,074$1,834,0000.16%
HOWE & RUSLING INC 10,025$573,0000.12%
West Oak Capital, LLC 2,765$158,075,0000.10%
1st Global Advisors, Inc. 11,656$666,0000.08%
View complete list of ISHARES TR shareholders