WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 246 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,113,000
+348.6%
25,488
+267.2%
0.17%
+259.6%
Q1 2021$471,000
-2.7%
6,941
-20.0%
0.05%
-16.1%
Q4 2020$484,000
-25.5%
8,676
-24.3%
0.06%
-35.6%
Q3 2020$650,000
-3.7%
11,466
-25.0%
0.09%
-10.3%
Q2 2020$675,000
+70.0%
15,291
+11.5%
0.10%
+54.0%
Q1 2020$397,000
-33.2%
13,716
+2.6%
0.06%
-19.2%
Q4 2019$594,00013,3660.08%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders