WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 162 filers reported holding ISHARES TR in Q4 2019. 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$587,752
+86.0%
12,227
+93.8%
0.04%
+90.5%
Q2 2023$316,018
-4.7%
6,309
-3.6%
0.02%
-4.5%
Q1 2023$331,468
-1.4%
6,543
-4.4%
0.02%
-8.3%
Q4 2022$336,207
-13.1%
6,846
-15.0%
0.02%
-17.2%
Q3 2022$387,000
-6.1%
8,054
-0.3%
0.03%
-3.3%
Q2 2022$412,000
-7.0%
8,075
+0.2%
0.03%0.0%
Q1 2022$443,000
-0.4%
8,056
+8.1%
0.03%
-16.7%
Q4 2021$445,000
-5.7%
7,449
-5.1%
0.04%
-12.2%
Q3 2021$472,000
+4.0%
7,849
+4.8%
0.04%
+2.5%
Q2 2021$454,000
-0.4%
7,488
-3.1%
0.04%
-11.1%
Q1 2021$456,000
-15.9%
7,724
-11.8%
0.04%
-28.6%
Q4 2020$542,000
-34.1%
8,754
-35.2%
0.06%
-42.7%
Q3 2020$822,000
-1.7%
13,518
-9.4%
0.11%
-16.7%
Q1 2020$836,000
-40.7%
14,917
-38.3%
0.13%
-28.6%
Q4 2019$1,410,000
+306.3%
24,189
+298.1%
0.18%
+236.4%
Q2 2019$347,0006,0760.06%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders