WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 286 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$718,498
-27.5%
1,880
-25.4%
0.05%
-24.6%
Q2 2023$990,425
+15.7%
2,521
-0.0%
0.06%
+12.1%
Q1 2023$855,765
+25.1%
2,522
+3.2%
0.06%
+20.8%
Q4 2022$684,040
+186.2%
2,443
+58.8%
0.05%
-39.2%
Q3 2017$239,0001,5380.08%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Destination Wealth Management 326,095$29,212,0003.06%
INTREPID CAPITAL MANAGEMENT INC /DE/ 33,000$2,956,0003.01%
WESPAC Advisors, LLC 22,572$2,022,0001.68%
SPC Financial, Inc. 56,735$5,082,0001.59%
BINGHAM OSBORN & SCARBOROUGH LLC 106,243$9,517,0001.38%
Mathes Company, Inc. 18,545$1,661,0000.89%
WealthTrust Fairport, LLC 61,283$5,490,0000.86%
MERIDIAN INVESTMENT COUNSEL INC. 9,725$871,0000.74%
Asset Management Group, Inc. 13,545$1,213,0000.74%
Antonetti Capital Management LLC 4,712$422,0000.38%
View complete list of ISHARES TR shareholders