WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 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 Q4 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders