WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$294,385
-74.4%
13,357
-73.4%
0.03%
-79.1%
Q2 2023$1,149,434
-15.6%
50,194
-13.8%
0.16%
+5.2%
Q1 2023$1,361,451
+253.6%
58,231
+246.8%
0.16%
+474.1%
Q4 2022$384,991
-72.8%
16,790
-71.4%
0.03%
-72.4%
Q1 2022$1,418,000
+15.3%
58,729
+24.1%
0.10%
+21.0%
Q4 2021$1,230,000
+12.4%
47,324
+14.8%
0.08%
+11.0%
Q3 2021$1,094,000
+11.4%
41,216
+12.1%
0.07%
+5.8%
Q2 2021$982,000
-3.3%
36,770
-4.4%
0.07%
-12.7%
Q1 2021$1,015,000
+17.3%
38,458
+19.9%
0.08%
+6.8%
Q4 2020$865,000
+33.7%
32,084
+37.1%
0.07%
+17.5%
Q3 2020$647,000
+0.3%
23,403
+1.4%
0.06%
-6.0%
Q2 2020$645,000
+57.3%
23,089
+58.3%
0.07%
+26.4%
Q1 2020$410,000
-45.9%
14,582
-49.3%
0.05%
-40.4%
Q4 2019$758,000
+15.2%
28,741
+13.4%
0.09%
-1.1%
Q3 2019$658,000
+56.3%
25,354
+58.3%
0.09%
+42.9%
Q2 2019$421,000
-99.0%
16,019
+892.5%
0.06%
+350.0%
Q3 2016$41,866,000
+32.4%
1,614
-42.7%
0.01%
+250.0%
Q2 2016$31,609,0002,8170.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders