WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,708,291
+1.5%
182,449
+7.5%
0.60%
+5.3%
Q2 2023$8,578,154
+0.9%
169,730
-0.1%
0.56%
-1.7%
Q1 2023$8,500,649
+12.4%
169,945
+1.8%
0.58%
+7.5%
Q4 2022$7,563,521
+7.1%
167,002
-10.7%
0.54%
+2.3%
Q3 2022$7,065,000
+87.8%
187,103
+112.4%
0.52%
+90.2%
Q2 2022$3,762,00088,0810.28%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders