WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 187 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$180,224
-1.1%
3,5980.0%0.02%
+19.0%
Q1 2023$182,275
-57.2%
3,598
-56.1%
0.02%
-30.0%
Q1 2022$426,000
-11.2%
8,189
-1.1%
0.03%
-6.2%
Q4 2021$480,000
-2.0%
8,278
+1.7%
0.03%
-3.0%
Q3 2021$490,000
+3.4%
8,141
+4.0%
0.03%0.0%
Q2 2021$474,000
+5.3%
7,828
+3.7%
0.03%
-5.7%
Q1 2021$450,000
+17.2%
7,550
+19.9%
0.04%
+6.1%
Q4 2020$384,000
-1.0%
6,295
-1.1%
0.03%
-13.2%
Q3 2020$388,000
+83.0%
6,362
+83.8%
0.04%
+72.7%
Q2 2020$212,0003,4610.02%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders