WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$85,661
-17.9%
1,762
-4.7%
0.01%
-18.8%
Q2 2023$104,338
-0.3%
1,848
-4.6%
0.02%
-5.9%
Q1 2023$104,613
-73.5%
1,938
-74.2%
0.02%
-77.6%
Q4 2022$394,696
+23.0%
7,508
+17.8%
0.08%
+18.8%
Q2 2022$321,000
-17.7%
6,373
-0.4%
0.06%
+3.2%
Q1 2022$390,000
-17.5%
6,399
-11.0%
0.06%
-21.5%
Q4 2021$473,000
+5.6%
7,186
+0.6%
0.08%
-34.2%
Q3 2021$448,000
-17.6%
7,144
+374.1%
0.12%
+41.2%
Q2 2021$544,000
-81.1%
1,507
-82.7%
0.08%
-83.6%
Q1 2021$2,877,000
-18.0%
8,709
-18.8%
0.52%
-20.2%
Q4 2020$3,510,000
+95.0%
10,723
+78.5%
0.65%
+2.7%
Q3 2020$1,800,000
+27.1%
6,008
+12.3%
0.63%
-3.2%
Q2 2020$1,416,0005,3490.65%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders