WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,275,589
-19.5%
27,503
-19.0%
0.19%
-19.7%
Q2 2023$1,584,034
-17.3%
33,963
-16.4%
0.24%
-22.7%
Q1 2023$1,915,719
-26.0%
40,626
-27.2%
0.31%
-37.7%
Q4 2022$2,590,423
-5.1%
55,780
-5.9%
0.50%
-8.5%
Q3 2022$2,731,000
-9.8%
59,249
-7.2%
0.54%
-9.7%
Q2 2022$3,028,000
-1.4%
63,878
+0.8%
0.60%
+22.0%
Q1 2022$3,070,000
-4.3%
63,353
-0.4%
0.49%
-7.9%
Q4 2021$3,208,000
-0.4%
63,613
+0.8%
0.53%
-38.1%
Q3 2021$3,222,000
+15.1%
63,099
+15.6%
0.86%
+96.6%
Q2 2021$2,799,000
+57.8%
54,572
+57.7%
0.44%
+37.6%
Q1 2021$1,774,000
-45.7%
34,597
-45.3%
0.32%
-47.1%
Q4 2020$3,266,000
+57.5%
63,246
+57.3%
0.60%
-16.9%
Q3 2020$2,073,000
-11.5%
40,206
-11.6%
0.73%
-32.7%
Q2 2020$2,342,000
+3.3%
45,507
+1.4%
1.08%
-22.3%
Q1 2020$2,267,000
+218.8%
44,900
+218.5%
1.39%
+299.7%
Q4 2019$711,000
-41.8%
14,098
-41.7%
0.35%
-46.4%
Q3 2019$1,221,000
+0.2%
24,189
+0.2%
0.65%
-8.4%
Q2 2019$1,218,000
+71.3%
24,143
+69.4%
0.71%
+77.4%
Q1 2019$711,000
+1.3%
14,250
-0.5%
0.40%
-16.7%
Q4 2018$702,000
-9.5%
14,315
-9.6%
0.48%
+7.9%
Q3 2018$776,000
-2.8%
15,840
-2.5%
0.44%
-9.0%
Q2 2018$798,000
+241.0%
16,254
+243.0%
0.49%
+229.1%
Q1 2018$234,000
+2825.0%
4,739
+2899.4%
0.15%
+2860.0%
Q4 2017$8,0001580.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 351,191$17,732,00010.84%
Divergent Wealth Advisors 632,455$31,933,0009.89%
Old North State Trust, LLC 269,362$13,600,0009.22%
BCM ADVISORS, LLC 365,872$18,473,0007.95%
Courage Miller Partners, LLC 267,996$13,531,0007.46%
Lee Financial Co 512,613$25,882,0005.82%
STERLING INVESTMENT ADVISORS LLC /ADV 127,871$6,456,0005.12%
ARKANSAS FINANCIAL GROUP, INC. 218,872$11,051,0003.92%
Abundance Wealth Counselors 239,263$12,080,0003.68%
Global Strategic Investment Solutions, LLC 186,005$9,391,0003.67%
View complete list of ISHARES TR shareholders