WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$232,000
-68.0%
3,315
-61.4%
0.02%
-65.3%
Q1 2022$726,000
-22.1%
8,584
-20.1%
0.05%
-33.8%
Q4 2021$932,000
+37.5%
10,750
+30.8%
0.07%
+25.4%
Q3 2021$678,000
-4.9%
8,217
-6.6%
0.06%
-6.3%
Q2 2021$713,000
+6.1%
8,802
-1.9%
0.06%
-6.0%
Q1 2021$672,000
+9.3%
8,974
-2.5%
0.07%
-6.9%
Q4 2020$615,000
-64.8%
9,207
-40.2%
0.07%
-69.1%
Q3 2020$1,748,000
+683.9%
15,403
+852.6%
0.23%
+703.4%
Q4 2019$223,000
+5.7%
1,617
-1.2%
0.03%
-9.4%
Q3 2019$211,000
+2.4%
1,6370.0%0.03%0.0%
Q2 2019$206,0001,6370.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders