WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 496 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,440,896
-45.4%
175,761
-43.3%
1.26%
-43.3%
Q2 2023$33,747,557
+13.8%
309,980
-3.0%
2.22%
+10.8%
Q1 2023$29,664,646
+56.6%
319,628
+25.7%
2.01%
+49.6%
Q4 2022$18,939,369
+2252.7%
254,254
+2216.2%
1.34%
+2135.0%
Q3 2022$805,000
-51.1%
10,977
-46.6%
0.06%
-50.0%
Q2 2022$1,645,000
+18.2%
20,572
+52.3%
0.12%
+27.7%
Q1 2022$1,392,000
+31.4%
13,507
+46.4%
0.09%
+10.6%
Q4 2021$1,059,000
+11.1%
9,226
-1.9%
0.08%
+2.4%
Q3 2021$953,000
+25.6%
9,407
+23.3%
0.08%
+23.9%
Q2 2021$759,000
-6.3%
7,632
-17.3%
0.07%
-17.3%
Q1 2021$810,000
+10.7%
9,232
+7.2%
0.08%
-4.7%
Q4 2020$732,000
+12.8%
8,608
+299.4%
0.08%
-2.3%
Q3 2020$649,000
-18.5%
2,155
-27.0%
0.09%
-23.7%
Q2 2020$796,000
+12.7%
2,952
-14.5%
0.11%
+2.7%
Q1 2020$706,000
-38.4%
3,452
-46.3%
0.11%
-65.3%
Q2 2018$1,147,000
-5.2%
6,433
-10.6%
0.32%
+58.4%
Q1 2018$1,210,000
+1.7%
7,195
-1.6%
0.20%
-45.1%
Q4 2017$1,190,000
+357.7%
7,310
+235.0%
0.37%
+287.4%
Q3 2016$260,0002,1820.10%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders