WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 373 filers reported holding ISHARES TR in Q4 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
Q2 2024$945,507
-2.3%
22,448
+0.5%
0.14%
-8.3%
Q1 2024$968,214
-9.6%
22,330
-16.1%
0.16%
-10.8%
Q4 2023$1,071,601
+12.5%
26,610
+2.8%
0.18%
+22.2%
Q3 2023$952,564
+3.4%
25,877
+9.8%
0.14%
+3.6%
Q2 2023$921,167
+7.9%
23,571
+3.0%
0.14%
+0.7%
Q1 2023$853,858
+3.6%
22,879
+0.7%
0.14%
-12.7%
Q4 2022$824,129
+11.2%
22,728
-1.1%
0.16%
+7.5%
Q3 2022$741,000
-23.5%
22,988
-19.2%
0.15%
-23.4%
Q2 2022$968,00028,4370.19%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders