WealthPlan Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$929,694
+117.5%
36,602
+136.8%
0.16%
+29.1%
Q2 2023$427,411
-52.6%
15,455
-52.9%
0.13%
-18.1%
Q1 2023$902,382
-16.5%
32,826
-12.6%
0.16%
+103.9%
Q4 2022$1,080,433
+10.8%
37,567
+4.6%
0.08%
+7.0%
Q3 2022$975,000
+12.5%
35,923
+25.0%
0.07%
+18.3%
Q1 2022$867,00028,7480.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders