WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 58 filers reported holding ISHARES TR in Q3 2023. 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
Q3 2023$281,063
+1.1%
7,549
+3.9%
0.03%
-15.4%
Q2 2023$278,025
+3.2%
7,269
+0.7%
0.04%
+25.8%
Q1 2023$269,511
+13.3%
7,220
+19.1%
0.03%
+82.4%
Q4 2022$237,909
+3.9%
6,060
+3.4%
0.02%
+6.2%
Q1 2022$229,0005,8620.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 192,866$6,995,0003.92%
ROOSEVELT INVESTMENT GROUP LLC 755,007$27,384,0001.97%
SFMG, LLC 419,895$15,230,0001.77%
Kellett Wealth Advisors, LLC 24,887$903,0001.17%
Cedar Mountain Advisors, LLC 82,689$2,999,0001.03%
Provident Wealth Management, LLC 42,096$1,527,0000.97%
Townsend & Associates, Inc 41,680$1,533,0000.71%
MBL Wealth, LLC 69,289$2,5130.63%
Claraphi Advisory Network, LLC 27,048$981,0000.34%
TANDEM CAPITAL MANAGEMENT CORP /ADV 7,485$271,0000.22%
View complete list of ISHARES TR shareholders