WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,754,957
-6.9%
19,670
-0.7%
0.12%
-3.2%
Q2 2023$1,884,361
+1.4%
19,817
-0.2%
0.12%
-1.6%
Q1 2023$1,858,356
-7.1%
19,856
-9.4%
0.13%
-11.3%
Q4 2022$2,000,993
-3.0%
21,914
-12.4%
0.14%
-7.2%
Q3 2022$2,062,000
-84.5%
25,009
-83.2%
0.15%
-84.2%
Q2 2022$13,283,000
+534.0%
149,200
+629.1%
0.97%
+588.7%
Q1 2022$2,095,000
-2.2%
20,464
-0.2%
0.14%
-17.5%
Q4 2021$2,142,000
+3.7%
20,497
-0.1%
0.17%
-5.0%
Q3 2021$2,066,000
-4.8%
20,521
-0.3%
0.18%
-6.7%
Q2 2021$2,171,000
-6.5%
20,588
-10.7%
0.19%
-16.8%
Q1 2021$2,322,000
+23.9%
23,0500.0%0.23%
+5.9%
Q4 2020$1,874,000
-28.7%
23,050
+7.3%
0.22%
-37.6%
Q3 2020$2,629,000
-0.0%
21,479
-1.7%
0.35%
-7.1%
Q2 2020$2,630,000
+58.3%
21,848
+31.4%
0.38%
+44.3%
Q1 2020$1,661,000
+586.4%
16,623
+1045.6%
0.26%
+315.9%
Q3 2018$242,000
-45.9%
1,451
-47.0%
0.06%
-49.6%
Q2 2018$447,000
-70.4%
2,737
-74.0%
0.12%
-50.4%
Q1 2018$1,509,000
+59.9%
10,514
+71.0%
0.25%
-13.7%
Q4 2017$944,000
-6.2%
6,149
-9.3%
0.29%
-12.3%
Q3 2017$1,006,000
+8.8%
6,781
+2.5%
0.33%
+5.7%
Q2 2017$925,000
+5.8%
6,615
+4.9%
0.32%
-2.2%
Q1 2017$874,000
-39.3%
6,306
-38.7%
0.32%
-46.9%
Q4 2016$1,440,000
-9.5%
10,286
-19.3%
0.61%
+4.5%
Q3 2016$1,591,000
+65.4%
12,749
+54.9%
0.58%
+61.6%
Q2 2016$962,000
+132.9%
8,233
+126.1%
0.36%
+112.4%
Q1 2016$413,0003,6410.17%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders