WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ENZL and the CUSIP is 464289123. A total of 63 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$243,000
-6.9%
4,4250.0%0.02%
-23.8%
Q4 2021$261,000
-4.4%
4,4250.0%0.02%
-12.5%
Q3 2021$273,000
+1.5%
4,4250.0%0.02%0.0%
Q2 2021$269,000
-4.3%
4,425
-1.9%
0.02%
-14.3%
Q1 2021$281,000
-9.9%
4,510
-1.6%
0.03%
-22.2%
Q4 2020$312,000
+18.2%
4,5850.0%0.04%
+2.9%
Q3 2020$264,000
+1.5%
4,5850.0%0.04%
-5.4%
Q2 2020$260,000
+25.0%
4,585
-1.6%
0.04%
+12.1%
Q1 2020$208,000
-23.0%
4,660
-0.4%
0.03%
-5.7%
Q4 2019$270,000
+7.6%
4,680
-3.4%
0.04%
-7.9%
Q3 2019$251,000
-9.7%
4,845
-6.9%
0.04%
-13.6%
Q2 2019$278,000
-13.7%
5,205
-15.4%
0.04%
-39.7%
Q1 2019$322,000
+3.5%
6,155
-8.8%
0.07%
-18.0%
Q4 2018$311,000
-3.7%
6,752
+1.7%
0.09%
+6.0%
Q3 2018$323,000
+0.6%
6,6380.0%0.08%
-6.7%
Q2 2018$321,000
-39.9%
6,638
-43.0%
0.09%
+1.1%
Q1 2018$534,000
+58.9%
11,638
+64.5%
0.09%
-14.4%
Q4 2017$336,000
+21.7%
7,076
+20.9%
0.10%
+14.3%
Q3 2017$276,000
+23.8%
5,851
+11.0%
0.09%
+11.0%
Q1 2017$223,000
+6.7%
5,2730.0%0.08%
-6.8%
Q4 2016$209,000
-7.1%
5,273
+9.9%
0.09%
+7.3%
Q3 2016$225,000
+9.2%
4,7980.0%0.08%
+6.5%
Q2 2016$206,0004,7980.08%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Marotta Asset Management 181,708$8,047,8311.86%
CX Institutional 324,669$14,379,5900.79%
Jasper Ridge Partners, L.P. 160,029$7,087,6960.33%
AMG National Trust Bank 40,289$1,784,3990.06%
WEATHERLY ASSET MANAGEMENT L. P. 9,830$435,3860.05%
SPC Financial, Inc. 6,250$276,8130.03%
TIEDEMANN ADVISORS, LLC 8,311$368,0940.02%
TD Waterhouse Canada Inc. 20,477$1,140,2600.01%
Equitable Holdings, Inc. 17,171$760,5040.01%
FLOW TRADERS U.S. LLC 4,764$2110.01%
View complete list of ISHARES TR shareholders