WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 151 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$80,138
+116.6%
1,700
+227.6%
0.01%
-7.7%
Q3 2020$37,000
+15.6%
519
+12.3%
0.01%
-13.3%
Q2 2020$32,000
+540.0%
462
+463.4%
0.02%
+400.0%
Q1 2020$5,000
-58.3%
82
-53.7%
0.00%
-50.0%
Q4 2019$12,000
-45.5%
177
-48.1%
0.01%
-53.8%
Q2 2019$22,000
+10.0%
341
+0.9%
0.01%
+18.2%
Q1 2019$20,0003380.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$85,291,00043.58%
AGILIS PARTNERS LLC 158,741$11,144,0006.15%
NYL Investors LLC 736,700$51,716,0006.06%
Allianz Investment Management U.S. LLC 1,470,000$103,194,0005.37%
Carolina Wealth Advisors, LLC 55,025$3,863,0002.60%
Copperleaf Capital, LLC 28,937$2,031,0001.99%
CLIENT 1ST ADVISORY GROUP, LLC 47,207$3,314,0001.72%
FOCUS Wealth Advisors, LLC 29,273$2,055,0001.43%
VIVID FINANCIAL MANAGEMENT, INC. 41,941$2,944,0001.21%
Dai-ichi Life Insurance Company, Ltd 1,307,100$91,758,0001.15%
View complete list of ISHARES TR shareholders