WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 524 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.94 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,018,664
-8.1%
14,050
-4.9%
0.15%
-7.8%
Q2 2023$1,108,425
+5.5%
14,779
+0.6%
0.17%
-1.2%
Q1 2023$1,050,196
+5.5%
14,686
+0.7%
0.17%
-11.5%
Q4 2022$995,814
+5.5%
14,580
-2.7%
0.19%
+2.1%
Q3 2022$944,000
-1.4%
14,985
-0.2%
0.19%
-1.6%
Q2 2022$957,000
-16.6%
15,011
+1.1%
0.19%
+3.3%
Q1 2022$1,147,000
-59.1%
14,850
-54.8%
0.18%
-60.6%
Q4 2021$2,804,000
+6576.2%
32,888
+6035.8%
0.47%
+5737.5%
Q1 2021$42,000
+31.2%
536
+300.0%
0.01%
-27.3%
Q3 2020$32,000
+6.7%
1340.0%0.01%
-21.4%
Q2 2020$30,000
+25.0%
1340.0%0.01%
-6.7%
Q1 2020$24,000
-25.0%
1340.0%0.02%
-6.2%
Q4 2019$32,000
+6.7%
1340.0%0.02%0.0%
Q3 2019$30,0000.0%1340.0%0.02%
-5.9%
Q2 2019$30,000
+3.4%
1340.0%0.02%
+6.2%
Q1 2019$29,000
+11.5%
1340.0%0.02%
-11.1%
Q4 2018$26,000
-16.1%
1340.0%0.02%0.0%
Q3 2018$31,000
+3.3%
1340.0%0.02%0.0%
Q2 2018$30,000
+3.4%
1340.0%0.02%0.0%
Q1 2018$29,0000.0%1340.0%0.02%0.0%
Q4 2017$29,0001340.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders