WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$385,236
-25.9%
7,943
-13.7%
0.03%
-23.5%
Q2 2023$519,940
+4.3%
9,209
-0.3%
0.03%0.0%
Q1 2023$498,505
+2.3%
9,235
-0.3%
0.03%0.0%
Q4 2022$487,116
-26.4%
9,266
-33.9%
0.03%
-30.6%
Q3 2022$662,000
-72.0%
14,026
-70.1%
0.05%
-71.7%
Q2 2022$2,365,000
-38.5%
46,889
-25.7%
0.17%
-33.2%
Q1 2022$3,846,000
-17.8%
63,091
-11.2%
0.26%
-30.7%
Q4 2021$4,679,000
-20.3%
71,055
-24.0%
0.37%
-27.1%
Q3 2021$5,868,000
-13.0%
93,477
+400.3%
0.51%
-14.4%
Q2 2021$6,745,000
-37.6%
18,683
-42.9%
0.60%
-44.4%
Q1 2021$10,801,000
-27.2%
32,696
-27.8%
1.08%
-37.7%
Q4 2020$14,831,000
+8.1%
45,312
-1.1%
1.73%
-5.5%
Q3 2020$13,722,000
+13.3%
45,797
+0.1%
1.83%
+5.1%
Q2 2020$12,110,000
+5666.7%
45,737
+4818.0%
1.74%
+5178.8%
Q1 2020$210,000
-16.0%
930
-1.8%
0.03%0.0%
Q4 2019$250,000
+8.7%
947
+1.8%
0.03%
-2.9%
Q3 2019$230,000
-58.2%
930
-59.3%
0.03%
-60.9%
Q2 2019$550,000
+128.2%
2,283
+119.7%
0.09%
+61.1%
Q1 2019$241,000
-74.0%
1,039
-80.5%
0.05%
-81.2%
Q4 2017$927,0005,3410.29%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders