WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$269,311
-3.7%
3,7280.0%0.02%0.0%
Q2 2023$279,600
+1.0%
3,728
-3.7%
0.02%
-5.3%
Q1 2023$276,744
+4.7%
3,8700.0%0.02%0.0%
Q4 2022$264,321
-4.9%
3,870
-12.4%
0.02%
-9.5%
Q3 2022$278,000
-18.5%
4,418
-17.4%
0.02%
-16.0%
Q2 2022$341,000
-38.8%
5,348
-25.8%
0.02%
-34.2%
Q1 2022$557,000
-9.4%
7,2110.0%0.04%
-22.4%
Q4 2021$615,000
+7.7%
7,2110.0%0.05%
-2.0%
Q3 2021$571,000
-15.3%
7,211
-13.4%
0.05%
-16.7%
Q2 2021$674,000
+8.7%
8,331
+5.4%
0.06%
-3.2%
Q1 2021$620,000
+2.5%
7,907
-5.7%
0.06%
-12.7%
Q4 2020$605,000
+21.7%
8,381
+303.7%
0.07%
+7.6%
Q3 2020$497,000
+6.9%
2,0760.0%0.07%
-1.5%
Q2 2020$465,000
-45.4%
2,076
-56.5%
0.07%
-50.0%
Q1 2020$852,000
-72.7%
4,772
-63.5%
0.13%
-67.2%
Q4 2019$3,116,000
-5.4%
13,085
-11.1%
0.41%
-17.2%
Q3 2019$3,294,000
+36.9%
14,714
+38.4%
0.49%
+30.3%
Q2 2019$2,406,000
+97.1%
10,633
+90.7%
0.38%
+37.3%
Q1 2019$1,221,000
+162.6%
5,575
+129.1%
0.28%
+253.8%
Q1 2018$465,000
-8.3%
2,433
+3.6%
0.08%
-50.3%
Q4 2017$507,000
-4.5%
2,348
-10.5%
0.16%
-10.8%
Q3 2017$531,000
+3.5%
2,624
+0.6%
0.18%
+0.6%
Q2 2017$513,000
+10.3%
2,608
+7.2%
0.18%
+2.3%
Q1 2017$465,000
-44.6%
2,433
-47.2%
0.17%
-51.6%
Q4 2016$839,000
-2.0%
4,607
-5.9%
0.35%
+13.1%
Q3 2016$856,000
+60.0%
4,897
+54.9%
0.31%
+56.0%
Q2 2016$535,000
+33.1%
3,161
+27.9%
0.20%
+22.0%
Q1 2016$402,0002,4710.16%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders