WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2,546
-57.6%
45
-47.1%
0.00%
-100.0%
Q1 2021$6,000
-84.2%
85
-87.5%
0.00%
-92.3%
Q3 2020$38,0000.0%682
-4.3%
0.01%
-23.5%
Q2 2020$38,000
+15.2%
713
+0.1%
0.02%
-15.0%
Q1 2020$33,000
-2.9%
712
+23.0%
0.02%
+17.6%
Q4 2019$34,000
+3.0%
5790.0%0.02%0.0%
Q3 2019$33,000
+17.9%
579
+13.1%
0.02%
+6.2%
Q1 2019$28,000
+7.7%
5120.0%0.02%
-11.1%
Q4 2018$26,0005120.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders