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 ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders