WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,978,902
+998.0%
29,591
+997.6%
0.45%
+995.1%
Q2 2023$271,298
-92.8%
2,696
-92.8%
0.04%
-93.3%
Q1 2023$3,782,009
+6776.4%
37,602
+6736.7%
0.61%
+6677.8%
Q2 2021$55,0005500.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AlphaStar Capital Management, LLC 2,523,311$252,634,00023.34%
McElhenny Sheffield Capital Management, LLC 440,057$44,059,00020.52%
Beaumont Financial Partners, LLC 1,799,640$180,180,00016.17%
Titan Capital Management, LLC /TX 125,256$12,541,00012.49%
Omnia Family Wealth, LLC 162,519$16,271,00011.98%
Clear Perspectives Financial Planning, LLC 276,523$27,686,00010.79%
Koss-Olinger Consulting, LLC 568,941$56,962,00010.39%
Accurate Wealth Management, LLC 185,167$18,529,00010.07%
BTS Asset Management, Inc. 43,407$4,346,0009.76%
Aveo Capital Partners, LLC 551,956$55,262,0009.06%
View complete list of ISHARES TR shareholders