WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 134 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.15 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 Q3 2023
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 428,938$28,288,4418.78%
Ascension Capital Advisors, Inc. 72,254$4,765,1512.74%
Plan Group Financial, LLC 49,627$3,272,9292.36%
Cornerstone Planning Group LLC 88,375$5,828,3332.22%
CASTLE WEALTH MANAGEMENT LLC 46,346$3,086,4292.20%
Capital Asset Advisory Services LLC 451,562$30,489,4532.09%
Kure Advisory, LLC 27,323$1,801,9491.02%
AXXCESS WEALTH MANAGEMENT, LLC 443,310$29,236,2881.00%
H&H Retirement Design & Management INC 20,036$1,330,4730.92%
Procyon Advisors, LLC 120,736$7,962,5390.82%
View complete list of ISHARES TR shareholders