WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 109 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 4.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$253,000
+10.5%
725
+6.8%
0.02%
+5.3%
Q4 2020$229,000
-31.0%
679
-34.9%
0.02%
-40.6%
Q3 2020$332,000
+16.1%
1,043
+7.6%
0.03%
+6.7%
Q2 2020$286,000
+31.2%
969
+14.4%
0.03%
+7.1%
Q1 2020$218,000
-96.3%
847
+1965.9%
0.03%
+1300.0%
Q3 2016$5,909,000
+6.2%
41
-50.0%
0.00%
+100.0%
Q2 2016$5,564,000820.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders