WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 63 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$352,033
-60.3%
6,913
-43.8%
0.02%
-64.8%
Q4 2021$887,000
-29.8%
12,292
-30.3%
0.07%
-35.5%
Q3 2021$1,263,000
-30.0%
17,637
-29.3%
0.11%
-31.2%
Q2 2021$1,803,000
-23.0%
24,954
-27.0%
0.16%
-31.6%
Q1 2021$2,342,000
+875.8%
34,166
+987.4%
0.23%
+735.7%
Q4 2020$240,000
-49.6%
3,142
-54.2%
0.03%
-60.6%
Q3 2019$476,0006,8620.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 109,656$7,923,0005.64%
Brio Consultants, LLC 279,749$20,215,0005.16%
Verde Capital Management 88,113$6,367,0002.68%
Centennial Wealth Advisory LLC 56,677$4,095,0002.56%
Stadion Money Management, LLC 292,747$21,154,0001.07%
Renasant Bank 4,834$349,0000.26%
AE Wealth Management LLC 323,344$23,365,0000.20%
WEALTHSOURCE PARTNERS, LLC 24,954$1,803,0000.16%
USAdvisors Wealth Management, LLC 2,887$208,0000.11%
Sound Income Strategies, LLC 10,725$775,0000.11%
View complete list of ISHARES TR shareholders