WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 810 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$670,747
+103.7%
22,247
+109.0%
0.05%
+109.1%
Q2 2023$329,312
+31.4%
10,647
+29.7%
0.02%
+22.2%
Q4 2022$250,651
-9.5%
8,210
-6.0%
0.02%
-14.3%
Q3 2022$277,000
+8.2%
8,733
+12.1%
0.02%
+10.5%
Q2 2022$256,000
-22.7%
7,793
-14.2%
0.02%
-13.6%
Q1 2022$331,000
-30.9%
9,082
-25.3%
0.02%
-42.1%
Q4 2021$479,000
+35.3%
12,154
+33.2%
0.04%
+22.6%
Q3 2021$354,000
-18.1%
9,122
-16.9%
0.03%
-18.4%
Q2 2021$432,000
+69.4%
10,982
+65.2%
0.04%
+52.0%
Q1 2021$255,000
+14.3%
6,647
+14.8%
0.02%
-3.8%
Q4 2020$223,000
-0.4%
5,792
-5.9%
0.03%
-13.3%
Q3 2020$224,000
-18.5%
6,156
-22.6%
0.03%
-25.0%
Q2 2020$275,000
+8.7%
7,9510.0%0.04%0.0%
Q1 2020$253,000
-87.1%
7,951
-84.8%
0.04%
-84.5%
Q4 2019$1,966,000
+14.6%
52,300
+14.4%
0.26%
+0.4%
Q3 2019$1,715,000
+16.1%
45,703
+14.0%
0.26%
+10.3%
Q2 2019$1,477,000
+472.5%
40,083
+486.7%
0.23%
+223.6%
Q2 2018$258,000
-79.8%
6,832
-79.5%
0.07%
-66.2%
Q1 2018$1,276,000
+93.9%
33,329
+92.9%
0.21%
+4.4%
Q4 2017$658,000
-8.6%
17,276
-6.9%
0.20%
-14.3%
Q3 2017$720,000
+2.4%
18,553
+3.3%
0.24%
-0.8%
Q2 2017$703,000
-14.1%
17,957
-15.0%
0.24%
-20.5%
Q1 2017$818,000
+94.3%
21,136
+86.7%
0.30%
+70.6%
Q4 2016$421,000
-64.9%
11,319
-62.7%
0.18%
-59.6%
Q3 2016$1,200,000
+46.2%
30,371
+47.6%
0.44%
+43.1%
Q2 2016$821,00020,5800.31%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders