WealthSpring Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthSpring Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$946,332
-12.5%
19,512
+1.8%
0.71%
-9.7%
Q2 2023$1,082,000
+4.6%
19,1640.0%0.78%
-2.1%
Q1 2023$1,034,472
+2.7%
19,1640.0%0.80%
+1.7%
Q4 2022$1,007,452
+11.4%
19,1640.0%0.79%
-1.4%
Q3 2022$904,15819,1640.80%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders