WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$222,250
-3.5%
8,7500.0%0.02%0.0%
Q2 2023$230,388
-4.2%
8,7500.0%0.02%
-6.2%
Q1 2023$240,538
+1.2%
8,7500.0%0.02%
-5.9%
Q4 2022$237,650
-10.3%
8,750
-10.3%
0.02%
-10.5%
Q2 2022$265,000
-83.3%
9,750
-80.5%
0.02%
-82.2%
Q1 2022$1,588,000
+2.5%
49,987
+0.6%
0.11%
-13.7%
Q4 2021$1,549,000
+160.8%
49,693
+154.3%
0.12%
+138.5%
Q3 2021$594,000
-41.0%
19,542
-37.1%
0.05%
-41.6%
Q2 2021$1,006,000
-38.2%
31,048
-39.9%
0.09%
-45.1%
Q1 2021$1,627,000
-10.8%
51,681
-16.4%
0.16%
-23.9%
Q4 2020$1,823,000
+5.6%
61,850
-10.7%
0.21%
-7.4%
Q3 2020$1,727,000
-3.9%
69,275
-3.2%
0.23%
-11.2%
Q2 2020$1,798,000
+280.1%
71,564
+242.1%
0.26%
+245.3%
Q1 2020$473,000
+118.0%
20,919
+218.0%
0.08%
+108.3%
Q1 2018$217,000
-1.4%
6,578
+1.2%
0.04%
-47.1%
Q4 2017$220,0006,4970.07%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders