WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 63 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$6,741
+3.8%
920.0%0.00%0.0%
Q1 2023$6,497
-97.3%
92
-97.4%
0.00%
-97.4%
Q4 2018$244,000
-96.0%
3,508
+3554.2%
0.04%
+1850.0%
Q3 2016$6,070,000
+151650.0%
96
+47.7%
0.00%
Q2 2016$4,000650.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 322,556$19,382,0008.01%
Ascension Capital Advisors, Inc. 57,286$3,442,0003.01%
PACIFIC SUN FINANCIAL CORP 32,885$1,976,0001.78%
INTERACTIVE FINANCIAL ADVISORS, INC. 34,812$2,092,0001.03%
Keeley-Teton Advisors, LLC 69,342$4,167,0000.66%
Courage Miller Partners, LLC 16,937$1,017,0000.55%
Continuum Advisory, LLC 12,876$802,0000.50%
Financial Insights, Inc. 8,625$373,0000.33%
Disciplined Investments, LLC 6,908$415,0000.32%
BEAM WEALTH ADVISORS, INC. 4,387$268,0000.27%
View complete list of ISHARES TR shareholders