Wealth Management Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 176 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealth Management Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,157,193
+20.2%
11,865
+4.6%
0.72%
+19.3%
Q2 2023$963,021
+1.3%
11,339
+2.4%
0.60%
-8.9%
Q1 2023$950,347
+0.7%
11,075
+10.8%
0.66%
-15.6%
Q4 2022$944,015
+4.0%
10,0000.0%0.79%
-1.4%
Q3 2022$908,00010,0000.80%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 38,984$3,035,0003.15%
COTTONWOOD CAPITAL ADVISORS, LLC 36,752$2,861,0002.59%
SPC Financial, Inc. 238,539$18,570,0002.29%
Cadent Capital Advisors, LLC 48,088$3,744,0002.12%
Audent Global Asset Management, LLC 19,234$1,497,0001.03%
Telemetry Investments, L.L.C. 10,000$778,0000.92%
MinichMacGregor Wealth Management, LLC 28,281$2,201,0000.91%
Meadow Creek Wealth Advisors LLC 7,215$562,0000.69%
Endowment Wealth Management, Inc. 6,867$535,0000.64%
Well Done, LLC 36,571$2,847,0000.63%
View complete list of ISHARES TR shareholders