WealthCare Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 690 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthCare Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$886,583
+32.3%
3,595
+21.2%
0.41%
+27.2%
Q1 2024$669,980
+109.4%
2,966
+418.5%
0.32%
+85.1%
Q4 2023$319,948
+19.6%
572
+1.8%
0.18%
+7.4%
Q3 2023$267,448
-0.1%
562
+5.0%
0.16%
+1.2%
Q2 2023$267,5875350.16%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
RWQ Financial Management Services, Inc. 9,692$3,372,5556.68%
Legend Financial Advisors, Inc. 21,685$7,545,9176.60%
Hobart Private Capital, LLC 24,373$8,481,3175.74%
Strategic Vision Investment Ltd 36,500$12,701,2704.57%
Albar Capital Ltd 34,576$12,031,7564.50%
Bulltick Wealth Management, LLC 39,564$13,767,4813.91%
AFFINITY WEALTH MANAGEMENT LLC 45,642$15,882,5813.76%
360 Financial, Inc. 17,961$5,724,6223.72%
FIRST NATIONAL CORP /MA/ /ADV 36,421$12,673,6313.13%
Safeguard Investment Advisory Group, LLC 13,876$4,840,3972.98%
View complete list of ISHARES TR shareholders