OEF — ISHARES TR

Ownership history in WealthShield Partners, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in ISHARES TR (OEF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.25% (2017 Q4)
Avg. % of fund
0.53%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,064 +2,143 +6.9% 1.25% $11.3M $342.97
2025 Q3 ADDED 30,921 +12,546 +68.3% 1.17% $10.3M $332.02
2025 Q2 ADDED 18,375 +7,759 +73.1% 0.68% $5.6M $302.93
2025 Q1 ADDED 10,616 +8,372 +373.1% 0.37% $2.9M $268.98
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    OEF price (monthly, adj. close)

Other funds also holding OEF

As of 2025 Q4 — sorted by position size

CM WEALTH ADVISORS LLC 19.16% Marin Bay Wealth Advisors, LLC 15.35% Demars Financial Group, LLC 3Y 11.93% Wealth Forward, LLC 11.48% Avid Wealth Partners LLC 9.47% RIA Advisory Group LLC 3Y 8.93% MB Generational Wealth, LLC 8.41% TSA Wealth Managment LLC 7.88% Detalus Advisors, LLC 3Y 6.3% SNS Financial Group, LLC 3Y 7Y 6.23%
← Back to WealthShield Partners, LLC Holdings