WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 251 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.33 and the average weighting 0.8%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$10,935
-94.6%
162
-94.2%
0.00%
-96.4%
Q4 2017$204,000
-67.3%
2,794
-68.1%
0.06%
-68.6%
Q3 2017$623,000
+56.5%
8,761
+52.6%
0.18%
+53.5%
Q2 2017$398,000
-99.7%
5,743
+143.1%
0.11%
-79.0%
Q1 2017$156,054,000
-93.7%
2,362
-93.6%
0.54%
-33.3%
Q3 2016$2,496,556,000
-1.0%
37,173
-5.3%
0.81%
+150.9%
Q2 2016$2,521,693,000
+19002.3%
39,263
+19146.6%
0.32%
+16100.0%
Q4 2015$13,201,0002040.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders