WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 110 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.64 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 Q4 2016
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 71,666$3,532,0003.19%
MARTIN & CO INC /TN/ 68,452$3,373,0000.96%
Aft, Forsyth & Sober, LLC 40,000$1,971,0000.92%
Viewpoint Capital Management LLC 7,992$394,0000.37%
Family Firm, Inc. 19,643$968,0000.28%
Ballew Advisors, Inc 6,252$300,0000.27%
C2C Wealth Management, LLC 28,034$1,440,0000.26%
BTR CAPITAL MANAGEMENT INC 36,674$1,807,0000.26%
CARRET ASSET MANAGEMENT, LLC 30,655$1,511,0000.21%
Game Plan Financial Advisors, LLC 4,450$219,0000.18%
View complete list of ISHARES TR shareholders