WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$679
-1.9%
60.0%0.00%
Q2 2023$692
-2.0%
60.0%0.00%
Q1 2023$706
-97.1%
6
-96.8%
0.00%
-100.0%
Q1 2021$24,000
-82.6%
188
-81.9%
0.00%
-91.7%
Q3 2020$138,000
+206.7%
1,036
+211.1%
0.05%
+128.6%
Q2 2020$45,000
+2.3%
3330.0%0.02%
-22.2%
Q1 2020$44,000
-10.2%
333
-14.8%
0.03%
+12.5%
Q4 2019$49,000
-3.9%
391
-3.5%
0.02%
-11.1%
Q3 2019$51,000
-51.0%
405
-50.8%
0.03%
-55.0%
Q2 2019$104,000
-97.2%
824
-97.3%
0.06%
-97.1%
Q1 2019$3,720,000
+10528.6%
30,198
+10313.1%
2.08%
+8566.7%
Q4 2018$35,000
-99.5%
290
-99.5%
0.02%
-99.4%
Q3 2018$6,826,000
+51.6%
57,331
+52.8%
3.90%
+41.9%
Q2 2018$4,503,000
+49933.3%
37,522
+48005.1%
2.75%
+45666.7%
Q1 2018$9,000
-80.4%
78
-79.4%
0.01%
-78.6%
Q4 2017$46,0003780.03%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 950,466$116,004,00017.42%
Alhambra Investment Management LLC 158,275$19,317,00012.78%
Gould Capital, LLC 100,344$12,247,0008.80%
Rain Capital Management, LLC 77,105$9,410,0008.26%
Schoolcraft Capital LLC 213,138$26,013,5218.01%
SNS Financial Group, LLC 588,278$71,799,0007.97%
Kensington Asset Management, LLC 368,900$45,024,2457.85%
SBB Research Group LLC 282,035$34,422,0007.43%
Counterpoint Mutual Funds LLC 78,126$9,535,0007.36%
PROFFITT & GOODSON INC 314,261$38,356,0006.96%
View complete list of ISHARES TR shareholders