WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 469 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,155,465
+0.2%
28,564
+0.2%
0.22%
+4.3%
Q2 2023$3,148,819
+6.5%
28,509
+6.6%
0.21%
+3.5%
Q1 2023$2,956,317
+39.3%
26,754
+38.6%
0.20%
+33.3%
Q4 2022$2,121,896
-3.3%
19,304
-3.2%
0.15%
-7.4%
Q3 2022$2,194,000
+54.9%
19,942
+55.0%
0.16%
+55.8%
Q2 2022$1,416,000
+398.6%
12,862
+398.7%
0.10%
+447.4%
Q1 2022$284,000
-40.2%
2,579
-40.1%
0.02%
-50.0%
Q4 2021$475,000
+108.3%
4,305
+109.0%
0.04%
+90.0%
Q3 2021$228,000
-68.4%
2,060
-68.4%
0.02%
-68.8%
Q2 2021$721,000
+86.3%
6,529
+86.5%
0.06%
+64.1%
Q1 2021$387,000
-32.6%
3,501
-32.4%
0.04%
-49.4%
Q3 2020$574,000
-10.6%
5,181
-10.7%
0.08%
-16.3%
Q2 2020$642,000
+84.5%
5,801
+84.2%
0.09%
+76.9%
Q3 2019$348,000
+16.8%
3,150
+17.1%
0.05%
+10.6%
Q2 2019$298,000
-14.9%
2,690
-14.9%
0.05%
-40.5%
Q1 2019$350,000
+27.7%
3,162
+27.1%
0.08%0.0%
Q4 2018$274,000
-17.7%
2,488
-17.6%
0.08%
-9.2%
Q3 2018$333,0003,0180.09%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders