WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 80 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$20,310
-5.4%
6000.0%0.00%
+50.0%
Q1 2023$21,474
-100.0%
600
-75.5%
0.00%
-99.5%
Q1 2017$107,409,000
-72.2%
2,445
-77.6%
0.37%
+196.0%
Q3 2016$385,762,000
+8.7%
10,925
-50.0%
0.13%
+173.9%
Q2 2016$354,761,000
-7.3%
21,850
-33.3%
0.05%
-25.8%
Q4 2015$382,702,000
+46915.0%
32,775
+47.3%
0.06%
-82.6%
Q2 2015$814,000
-63.2%
22,244
-65.0%
0.36%
-65.4%
Q1 2015$2,212,00063,5121.03%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
New Century Advisors, LLC 146,400$5,357,0004.54%
Bank Pictet & Cie (Europe) AG 88,220$3,230,0003.20%
MARTIN & CO INC /TN/ 210,144$7,693,0002.52%
BTR CAPITAL MANAGEMENT INC 178,544$6,536,0001.54%
OLD SECOND NATIONAL BANK OF AURORA 81,349$2,978,0001.35%
North Star Investment Management Corp. 105,050$3,846,0000.71%
BANQUE PICTET & CIE SA 181,060$6,629,0000.53%
PINNACLE FINANCIAL PARTNERS INC 36,444$1,334,0000.42%
ALBION FINANCIAL GROUP /UT 65,168$2,386,0000.40%
TWO SIGMA SECURITIES, LLC 6,129$224,0000.37%
View complete list of ISHARES TR shareholders