WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,719
-5.3%
3060.0%0.00%
-25.0%
Q2 2021$24,0000.0%3060.0%0.00%0.0%
Q1 2021$24,000
+9.1%
306
+100.0%
0.00%
-50.0%
Q3 2020$22,000
+4.8%
1530.0%0.01%
-20.0%
Q2 2020$21,0000.0%1530.0%0.01%
-23.1%
Q1 2020$21,000
-16.0%
1530.0%0.01%
+8.3%
Q4 2019$25,0000.0%1530.0%0.01%
-7.7%
Q3 2019$25,000
+8.7%
1530.0%0.01%0.0%
Q2 2019$23,0000.0%1530.0%0.01%0.0%
Q1 2019$23,000
+9.5%
1530.0%0.01%
-7.1%
Q4 2018$21,0000.0%1530.0%0.01%
+16.7%
Q3 2018$21,000
+5.0%
1530.0%0.01%0.0%
Q2 2018$20,000
+5.3%
1530.0%0.01%0.0%
Q1 2018$19,000
-5.0%
1530.0%0.01%0.0%
Q4 2017$20,0001530.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders