WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$229,000
-0.4%
6,281
-0.7%
0.02%
-11.1%
Q1 2021$230,000
+11.1%
6,3270.0%0.02%0.0%
Q4 2020$207,000
+1.0%
6,327
+45.8%
0.02%
-25.0%
Q4 2019$205,000
-14.9%
4,340
-23.6%
0.02%
-33.3%
Q2 2019$241,000
-22.8%
5,684
-21.4%
0.04%
-26.5%
Q1 2019$312,000
-8.2%
7,235
-8.1%
0.05%
-10.9%
Q4 2018$340,000
-28.9%
7,872
-29.7%
0.06%
-36.8%
Q3 2018$478,000
-27.0%
11,205
-25.7%
0.09%
-35.1%
Q2 2018$655,000
+1.1%
15,073
-1.2%
0.13%
-5.6%
Q1 2018$648,000
-97.1%
15,253
+2950.6%
0.14%
+79.7%
Q1 2017$22,680,0005000.08%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 460,547$21,572,0008.63%
Flaharty Asset Management, LLC 179,097$8,410,0004.32%
INTERACTIVE FINANCIAL ADVISORS, INC. 144,134$6,751,0003.08%
CEDAR HILL ASSOCIATES, LLC 342,656$16,050,0002.77%
Parkside Investments, LLC 99,961$4,682,0002.70%
S. R. Schill & Associates 59,585$2,791,0001.67%
ALETHEA CAPITAL MANAGEMENT, LLC 29,110$1,364,0001.60%
First Capital Advisors Group, LLC. 49,662$2,326,0001.60%
Gainplan LLC 52,839$2,475,0001.28%
Ausdal Financial Partners, Inc. 60,314$2,825,0001.12%
View complete list of ISHARES TR shareholders