WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$13,0000.0%4000.0%0.00%0.0%
Q1 2021$13,000
+30.0%
4000.0%0.00%
-50.0%
Q3 2020$10,0000.0%4000.0%0.00%
-20.0%
Q2 2020$10,000
+11.1%
4000.0%0.01%
-16.7%
Q1 2020$9,000
-30.8%
400
-7.4%
0.01%
-14.3%
Q3 2019$13,0000.0%4320.0%0.01%
-12.5%
Q2 2019$13,0000.0%4320.0%0.01%
+14.3%
Q1 2019$13,000
+8.3%
4320.0%0.01%
-12.5%
Q4 2018$12,000
-64.7%
432
-58.1%
0.01%
-57.9%
Q3 2018$34,000
+142.9%
1,032
+138.9%
0.02%
+111.1%
Q2 2018$14,000
-53.3%
432
-51.7%
0.01%
-52.6%
Q1 2018$30,000
-14.3%
894
-13.8%
0.02%
-9.5%
Q4 2017$35,0001,0370.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders