WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 61 filers reported holding ISHARES TR in Q3 2019. 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
Q2 2023$359,984
-2.1%
6,8440.0%0.05%
-8.5%
Q1 2023$367,728
+5.5%
6,8440.0%0.06%
-11.9%
Q4 2022$348,520
-21.7%
6,844
-22.7%
0.07%
-23.9%
Q3 2022$445,000
-9.6%
8,8590.0%0.09%
-9.3%
Q2 2022$492,000
-13.2%
8,8590.0%0.10%
+6.6%
Q1 2022$567,000
-11.3%
8,8590.0%0.09%
-14.2%
Q4 2021$639,000
+0.8%
8,8590.0%0.11%
-37.6%
Q3 2021$634,000
-15.2%
8,859
-9.5%
0.17%
+23.2%
Q4 2020$748,000
+1.2%
9,7930.0%0.14%
-46.7%
Q3 2020$739,000
+0.7%
9,7930.0%0.26%
-23.4%
Q2 2020$734,000
+5.2%
9,7930.0%0.34%
-20.8%
Q1 2020$698,000
-21.0%
9,793
-24.5%
0.43%
-0.7%
Q4 2019$883,000
-12.3%
12,963
-10.7%
0.43%
-19.5%
Q3 2019$1,007,000
-46.0%
14,522
-48.6%
0.53%
-50.6%
Q2 2019$1,866,000
-21.5%
28,279
-29.0%
1.08%
-20.3%
Q3 2018$2,377,00039,8361.36%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 302,768$19,610,0003.72%
Cardan Capital Partners, LLC 110,479$7,155,0001.35%
WBI INVESTMENTS, LLC 345,152$22,355,0001.03%
Paulson Wealth Management Inc. 12,135$786,0000.69%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 726,141$47,032,0000.37%
FIFTH THIRD SECURITIES, INC. 12,484$808,0000.31%
Sowell Financial Services LLC 17,877$1,140,0000.28%
Bluefin Trading, LLC 40,367$2,615,0000.16%
LINCOLN NATIONAL CORP 58,422$3,784,0000.12%
ENVESTNET ASSET MANAGEMENT INC 724,838$46,948,0000.10%
View complete list of ISHARES TR shareholders