WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 277 filers reported holding ISHARES TR in Q2 2023. 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
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 Q2 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,412,847$59,282,9538.33%
Heartland Bank & Trust Co 130,920$6,146,6944.80%
Forefront Analytics, LLC 151,016$7,090,0464.04%
Independent Order of Foresters 82,790$3,886,9912.67%
Waldron Private Wealth LLC 756,459$35,5151.77%
FORTE ASSET MANAGEMENT LLC 50,450$2,368,6131.54%
FSM Wealth Advisors, LLC 57,815$2,717,3221.36%
Beta Wealth Group, Inc. 43,797$2,056,2631.19%
Money Design Co.,Ltd. 416,580$19,5581.16%
Israel Discount Bank of New York 27,439$1,288,2611.02%
View complete list of ISHARES TR shareholders