WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 173 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$222,000
-46.6%
3,181
-46.0%
0.04%
-62.8%
Q1 2019$416,000
-47.5%
5,891
-52.8%
0.09%
-58.8%
Q4 2018$793,000
-28.0%
12,477
-20.0%
0.23%
-20.8%
Q3 2018$1,101,000
+37.8%
15,597
+39.9%
0.29%
+29.1%
Q2 2018$799,000
-1.8%
11,147
+6.1%
0.22%
+64.0%
Q1 2018$814,000
+27.4%
10,503
+25.4%
0.14%
-31.3%
Q4 2017$639,000
+49.0%
8,375
+40.9%
0.20%
+39.4%
Q3 2017$429,000
+18.5%
5,942
+10.6%
0.14%
+15.4%
Q2 2017$362,0005,3710.12%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders