WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 187 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders