WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 258 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,401
-19.0%
446
-17.7%
0.01%
-16.7%
Q2 2023$38,757
-11.8%
542
-14.8%
0.01%
-14.3%
Q1 2023$43,918
-97.4%
636
-97.0%
0.01%
-97.5%
Q4 2021$1,671,000
-21.0%
20,873
-22.6%
0.28%
-50.9%
Q3 2021$2,115,000
-51.9%
26,955
-52.4%
0.57%
-17.9%
Q2 2021$4,396,00056,6370.69%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 50,033$3,5251.49%
Centurion Wealth Management LLC 42,050$2,961,9801.45%
Salomon & Ludwin, LLC 82,779$5,831,3420.61%
Phoenix Holdings Ltd. 366,476$25,816,2920.47%
Arete Wealth Advisors, LLC 34,940$2,461,3630.43%
ICICI Prudential Asset Management Co Ltd 24,314$1,712,7920.22%
CLIENT 1ST ADVISORY GROUP, LLC 5,294$372,9340.20%
SENTINEL TRUST CO LBA 15,800$1,1130.16%
Spire Wealth Management 45,892$3,232,6290.12%
Sunflower Bank, N.A. 7,170$505,0890.12%
View complete list of ISHARES TR shareholders