WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 113 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$302,393
-1.6%
2,827
-0.4%
0.02%
-4.8%
Q1 2023$307,265
-46.7%
2,839
-47.6%
0.02%
-48.8%
Q4 2022$576,106
+87.7%
5,413
+87.8%
0.04%
+78.3%
Q3 2022$307,000
-61.7%
2,883
-60.4%
0.02%
-61.0%
Q2 2022$802,000
+95.6%
7,288
+99.5%
0.06%
+110.7%
Q1 2022$410,000
+54.1%
3,653
+61.1%
0.03%
+33.3%
Q4 2021$266,000
-83.3%
2,268
-83.2%
0.02%
-84.9%
Q3 2021$1,595,000
+7.7%
13,466
+7.7%
0.14%
+6.1%
Q2 2021$1,481,000
-21.9%
12,507
-22.4%
0.13%
-30.7%
Q1 2021$1,897,000
+49.0%
16,109
+51.3%
0.19%
+26.8%
Q4 2020$1,273,000
-2.2%
10,649
-0.9%
0.15%
-14.4%
Q3 2020$1,302,000
+25.6%
10,751
+25.6%
0.17%
+16.8%
Q2 2020$1,037,000
+262.6%
8,562
+261.3%
0.15%
+231.1%
Q1 2020$286,000
-74.5%
2,370
-75.3%
0.04%
-73.2%
Q3 2019$1,120,000
+130.9%
9,614
+128.6%
0.17%
+121.1%
Q2 2019$485,0004,2050.08%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders