WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 6.10 and the average weighting 0.5%.

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 Q2 2020
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders