WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 270 filers reported holding ISHARES TR in Q2 2022. 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 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders