WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 29 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,852
-88.5%
555
-88.0%
0.00%
-90.0%
Q2 2023$199,026
-1.7%
4,6210.0%0.03%
-9.1%
Q1 2023$202,400
-17.4%
4,621
-19.4%
0.03%
-29.8%
Q4 2022$245,015
+1.2%
5,7300.0%0.05%
-2.1%
Q3 2022$242,000
-5.5%
5,7300.0%0.05%
-5.9%
Q2 2022$256,000
-5.5%
5,7300.0%0.05%
+18.6%
Q1 2022$271,000
-6.2%
5,7300.0%0.04%
-10.4%
Q4 2021$289,000
-1.4%
5,7300.0%0.05%
-38.5%
Q3 2021$293,000
-2.3%
5,7300.0%0.08%
+41.8%
Q4 2020$300,000
-13.0%
5,730
-12.9%
0.06%
-54.5%
Q3 2020$345,000
+0.3%
6,5780.0%0.12%
-23.4%
Q2 2020$344,000
+2.1%
6,5780.0%0.16%
-23.3%
Q1 2020$337,000
-20.9%
6,578
-21.8%
0.21%
-1.0%
Q4 2019$426,000
-10.1%
8,407
-9.9%
0.21%
-17.1%
Q3 2019$474,000
-39.5%
9,333
-40.1%
0.25%
-44.8%
Q2 2019$784,000
-21.8%
15,584
-25.7%
0.46%
-20.5%
Q3 2018$1,002,000
-19.0%
20,966
-18.9%
0.57%
-24.1%
Q2 2018$1,237,00025,8590.75%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Demars Financial Group, LLC 106,227$5,435,0003.20%
Cardinal Strategic Wealth Guidance 66,604$3,407,0001.78%
Lee Financial Group Hawaii, Inc. 21,143$1,082,0000.80%
Destination Wealth Management 379,242$19,402,0000.75%
Columbus Macro, LLC 23,483$1,201,0000.40%
55I, LLC 127,406$6,518,0000.20%
Robertson Stephens Wealth Management, LLC 29,330$1,500,0000.17%
D.A. DAVIDSON & CO. 201,365$10,302,0000.12%
WealthShield Partners, LLC 5,730$293,0000.08%
OLD MISSION CAPITAL LLC 27,491$1,406,0000.06%
View complete list of ISHARES TR shareholders