WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 251 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2020
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 272,804$16,297,00010.63%
WT Wealth Management 240,251$14,353,0005.27%
Compass Financial Group, Inc. 123,461$7,376,0003.67%
CAPITAL ONE FINANCIAL CORP 495,349$29,592,0003.57%
Global Wealth Management Investment Advisory, Inc. 122,676$7,329,0002.20%
Shelter Mutual Insurance Co 130,000$7,766,0002.01%
Bellwether Advisors, LLC 107,065$6,396,0001.99%
Wayfinding Financial, LLC 41,968$2,432,0001.95%
Avidian Wealth Solutions, LLC 507,933$30,344,0001.89%
Beaumont Capital Management, LLC 50,703$3,029,0001.75%
View complete list of ISHARES TR shareholders