WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 183 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$156,003
-10.6%
2,043
-15.0%
0.02%
+10.0%
Q1 2023$174,578
-47.0%
2,404
-45.7%
0.02%
-13.0%
Q4 2022$329,415
+59.9%
4,430
+65.5%
0.02%
+64.3%
Q1 2022$206,000
+1.5%
2,677
+9.0%
0.01%
+7.7%
Q4 2021$203,000
-3.8%
2,456
+5.5%
0.01%
-7.1%
Q3 2021$211,000
+3.4%
2,329
-34.2%
0.01%
-66.7%
Q2 2018$204,000
+2.0%
3,541
-2.4%
0.04%
-22.2%
Q4 2017$200,000
-67.7%
3,629
-67.9%
0.05%
-69.0%
Q3 2017$620,000
+202.4%
11,317
+190.6%
0.17%
+194.9%
Q2 2017$205,0003,8940.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders