WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 155 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,029
-6.3%
5260.0%0.01%0.0%
Q2 2023$32,039
+2.2%
5260.0%0.01%0.0%
Q1 2023$31,344
-12.9%
526
-2.0%
0.01%
-16.7%
Q2 2021$36,000
+2.9%
5370.0%0.01%0.0%
Q1 2021$35,0005370.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 23,033$1,561,0000.57%
One Wealth Advisors, LLC 18,236$1,235,0000.39%
Compton Wealth Advisory Group, LLC 11,200$758,0000.35%
Horst & Graben Wealth Management LLC 15,717$1,064,0000.30%
Capital CS Group, LLC 4,846$328,0000.27%
FLOW TRADERS U.S. LLC 68,243$4,620,0000.23%
Leonard Rickey Investment Advisors P.L.L.C. 6,794$463,0000.20%
OLD MISSION CAPITAL LLC 72,120$4,883,0000.16%
Goodwin Investment Advisory 1,953$133,0000.14%
Sharkey, Howes & Javer 7,369$499,0000.13%
View complete list of ISHARES TR shareholders