WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 485 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.33 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 Q3 2020
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders