WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$553,376
-1.1%
12,783
+7.3%
0.04%
+2.7%
Q2 2023$559,503
-4.7%
11,917
-3.2%
0.04%
-7.5%
Q1 2023$586,996
+11.1%
12,306
+6.8%
0.04%
+8.1%
Q4 2022$528,30611,5250.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders