WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$441,000
-18.3%
16,204
-17.3%
0.06%
-24.4%
Q2 2020$540,000
-38.3%
19,600
-44.3%
0.08%
-43.5%
Q1 2020$875,000
-61.2%
35,211
-53.4%
0.14%
-53.4%
Q4 2019$2,258,000
-46.4%
75,554
-47.6%
0.30%
-53.2%
Q3 2019$4,214,000
-45.3%
144,318
-44.3%
0.63%
-63.7%
Q1 2019$7,702,000
+3219.8%
258,988
+3502.1%
1.74%
+1947.1%
Q3 2016$232,000
-95.6%
7,190
-95.8%
0.08%
-96.1%
Q1 2016$5,319,000173,0972.17%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders