WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 113 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$355,067
-18.4%
3,356
-17.5%
0.05%
-18.2%
Q2 2023$435,139
-1.2%
4,0680.0%0.07%
-7.0%
Q1 2023$440,280
-15.0%
4,068
-16.4%
0.07%
-28.3%
Q4 2022$517,995
-4.1%
4,867
-4.0%
0.10%
-7.5%
Q3 2022$540,000
-3.1%
5,0680.0%0.11%
-2.7%
Q2 2022$557,000
-2.1%
5,0680.0%0.11%
+20.9%
Q1 2022$569,000
-7.5%
5,068
-3.4%
0.09%
-10.8%
Q4 2021$615,000
+1.7%
5,249
+2.9%
0.10%
-37.0%
Q3 2021$605,000
+0.7%
5,102
+0.5%
0.16%
+72.3%
Q2 2021$601,000
+9916.7%
5,077
+10054.0%
0.09%
+9300.0%
Q1 2021$6,000
-99.0%
50
-99.0%
0.00%
-99.1%
Q4 2020$625,000
-1.4%
5,229
-0.2%
0.12%
-48.2%
Q3 2020$634,000
-9.8%
5,237
-9.8%
0.22%
-31.5%
Q2 2020$703,000
+0.1%
5,804
-0.3%
0.32%
-24.5%
Q1 2020$702,000
+2.0%
5,824
-2.1%
0.43%
+28.1%
Q4 2019$688,000
-8.0%
5,950
-7.3%
0.34%
-15.4%
Q3 2019$748,000
+4.0%
6,420
+2.9%
0.40%
-5.0%
Q2 2019$719,000
+1.4%
6,2390.0%0.42%
+5.3%
Q1 2019$709,000
-3.3%
6,239
-4.6%
0.40%
-20.8%
Q4 2018$733,000
+1.2%
6,5410.0%0.50%
+21.1%
Q3 2018$724,000
-81.3%
6,541
-88.6%
0.41%
-82.5%
Q2 2018$3,866,000
+316.6%
57,218
+590.8%
2.36%
+301.0%
Q1 2018$928,000
-4.4%
8,283
-3.7%
0.59%
-0.5%
Q4 2017$971,0008,6030.59%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders