WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$159,686
-22.5%
2,613
-23.3%
0.02%0.0%
Q1 2023$206,122
-6.1%
3,409
-5.4%
0.02%
+53.3%
Q4 2022$219,436
-29.9%
3,605
-31.6%
0.02%
-31.8%
Q1 2022$313,000
-10.1%
5,272
-1.5%
0.02%
-4.3%
Q4 2021$348,000
-4.9%
5,353
-0.4%
0.02%
-4.2%
Q3 2021$366,000
-5.4%
5,372
-3.9%
0.02%
-11.1%
Q2 2021$387,000
+4.6%
5,592
+0.4%
0.03%
-6.9%
Q1 2021$370,000
+8.5%
5,572
+2.8%
0.03%0.0%
Q4 2020$341,000
+9.3%
5,4190.0%0.03%
-3.3%
Q3 2020$312,000
+4.7%
5,4190.0%0.03%
-3.2%
Q2 2020$298,0005,4190.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders