Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 48 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$227,095
-94.7%
11,159
-93.9%
0.01%
-94.8%
Q2 2023$4,306,502
-18.0%
184,403
-18.3%
0.19%
-14.6%
Q1 2023$5,251,710
-4.2%
225,686
+3.6%
0.23%
-13.7%
Q4 2022$5,484,724
+18.2%
217,907
+23.9%
0.26%
-1.1%
Q3 2022$4,641,000
-22.4%
175,867
-15.1%
0.26%
-26.8%
Q2 2022$5,983,000
+4.8%
207,039
+25.0%
0.36%
+4.3%
Q1 2022$5,708,000
-0.5%
165,681
+26.6%
0.35%
+1.2%
Q4 2021$5,735,000
-5.8%
130,907
+9.0%
0.34%
-13.8%
Q3 2021$6,089,000
+6.6%
120,074
+9.4%
0.40%
+4.2%
Q2 2021$5,711,000
+40.0%
109,762
+23.0%
0.38%
+29.1%
Q1 2021$4,080,000
+61.2%
89,268
+62.0%
0.30%
+31.6%
Q4 2020$2,531,000
+163.4%
55,097
+123.3%
0.22%
+114.3%
Q3 2020$961,00024,6700.10%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 79,806$3,496,0001.28%
STRATEGIC WEALTH MANAGEMENT INC 43,546$1,908,0000.94%
Sharkey, Howes & Javer 62,112$2,721,0000.62%
Congress Park Capital LLC 17,437$764,0000.38%
Wharton Business Group, LLC 138,135$6,052,0000.37%
Wolf Group Capital Advisors 50,415$2,209,0000.36%
TCG Advisory Services, LLC 35,319$1,547,0000.36%
Wealthcare Advisory Partners LLC 130,907$5,735,0000.34%
WILLNER & HELLER, LLC 4,132$210,0000.28%
S.C. Financial Services, Inc. 5,947$225,0000.26%
View complete list of ISHARES TR shareholders