WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 144 filers reported holding ISHARES TR in Q4 2020. 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 Q4 2020
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders