WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 105 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$8,880,388
+11.4%
137,531
+2.3%
0.91%
-1.4%
Q3 2023$7,972,523
+30.1%
134,421
+36.0%
0.93%
+6.8%
Q2 2023$6,129,587
-29.8%
98,832
-31.4%
0.87%
-12.7%
Q1 2023$8,732,154
-43.6%
144,047
-42.8%
0.99%
-8.2%
Q4 2022$15,482,143
+81.2%
251,742
+82.1%
1.08%
+82.5%
Q1 2022$8,543,000138,2250.59%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Capital Advisors, Ltd. LLC 11,716$639,0000.20%
Cetera Advisor Networks LLC 12,548$684,0000.03%
Cornerstone Wealth Management, LLC 129,195$2,381,0000.03%
BB&T SECURITIES, LLC 38,257$2,086,0000.02%
OPTIMUM INVESTMENT ADVISORS 1,360$74,0000.02%
Virtu Financial LLC 8,338$455,0000.02%
Azimuth Capital Management LLC 4,100$224,0000.02%
Legacy Financial Advisors, Inc. 605$34,0000.01%
LINCOLN NATIONAL CORP 5,530$302,0000.01%
JANE STREET GROUP, LLC 80,298$4,379,0000.01%
View complete list of ISHARES TR shareholders