WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$246,103
-36.1%
4,560
-42.6%
0.02%
-38.5%
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 Q2 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders