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 251,986$15,626,0007.76%
INTERACTIVE FINANCIAL ADVISORS, INC. 43,451$2,694,0001.36%
Courage Miller Partners, LLC 23,274$1,443,0001.01%
BENJAMIN F. EDWARDS & COMPANY, INC. 68,861$4,270,0000.70%
Migdal Insurance & Financial Holdings Ltd. 325,775$20,201,0000.51%
Snowden Capital Advisors LLC 31,437$1,949,4080.49%
Financial Architects, Inc 23,420$1,452,0000.34%
BOK Financial Private Wealth, Inc. 18,764$1,164,0000.18%
Boltwood Capital Management 3,600$223,0000.17%
Nadler Financial Group, Inc. 5,280$327,0000.12%
View complete list of ISHARES TR shareholders