WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders