WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 190 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$820,409
+39.2%
9,954
+43.6%
0.06%
+43.6%
Q2 2023$589,321
-3.0%
6,934
-4.8%
0.04%
-4.9%
Q1 2023$607,278
-5.7%
7,285
-3.9%
0.04%
-10.9%
Q4 2022$643,645
+39.3%
7,583
+23.8%
0.05%
+35.3%
Q3 2022$462,000
+0.9%
6,127
+8.5%
0.03%
+3.0%
Q2 2022$458,000
-7.8%
5,645
-0.4%
0.03%0.0%
Q1 2022$497,000
-4.1%
5,669
-1.1%
0.03%
-19.5%
Q4 2021$518,000
+4.2%
5,731
-3.4%
0.04%
-4.7%
Q3 2021$497,000
-1.8%
5,932
-2.5%
0.04%
-4.4%
Q2 2021$506,000
+7.9%
6,0820.0%0.04%
-4.3%
Q1 2021$469,000
-2.3%
6,082
-3.2%
0.05%
-16.1%
Q4 2020$480,000
+2.1%
6,282
-4.0%
0.06%
-11.1%
Q3 2020$470,000
+3.8%
6,547
-0.5%
0.06%
-3.1%
Q2 2020$453,000
+0.9%
6,582
-10.6%
0.06%
-8.5%
Q1 2020$449,000
-23.8%
7,366
-14.0%
0.07%
-7.8%
Q4 2019$589,000
+11.8%
8,568
-0.6%
0.08%
-2.5%
Q3 2019$527,000
-10.5%
8,624
-9.7%
0.08%
-15.1%
Q2 2019$589,000
+129.2%
9,547
+127.3%
0.09%
+60.3%
Q1 2019$257,000
-3.7%
4,200
+51.6%
0.06%
-46.8%
Q1 2016$267,0002,7700.11%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders