Wealth Management Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth Management Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$541,772
-0.1%
7,247
-0.3%
0.34%
-0.9%
Q2 2023$542,177
+0.3%
7,267
-4.4%
0.34%
-9.8%
Q1 2023$540,496
-8.0%
7,598
-5.0%
0.38%
-22.9%
Q4 2022$587,774
+9.5%
8,0000.0%0.49%
+3.8%
Q3 2022$537,000
-1.5%
8,0000.0%0.47%
-0.8%
Q2 2022$545,000
-17.2%
8,0000.0%0.48%
+1.5%
Q1 2022$658,000
+22.8%
8,000
+33.3%
0.47%
+27.4%
Q4 2021$536,000
+3.7%
6,000
-4.3%
0.37%
-3.9%
Q3 2021$517,000
-0.4%
6,268
-2.2%
0.38%
+6.1%
Q2 2021$519,000
+7.2%
6,409
+1.6%
0.36%0.0%
Q1 2021$484,000
-13.9%
6,311
-24.5%
0.36%
-18.0%
Q4 2020$562,0008,3640.44%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders