WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,654,291
-65.3%
574,151
-63.9%
0.86%
-64.0%
Q2 2023$36,459,138
-9.6%
1,592,102
-7.7%
2.40%
-11.9%
Q1 2023$40,318,753
+43.1%
1,724,498
+39.1%
2.73%
+36.8%
Q4 2022$28,167,103
-59.6%
1,239,749
-59.5%
1.99%
-61.3%
Q3 2022$69,675,000
+23.8%
3,061,271
+30.0%
5.16%
+25.3%
Q2 2022$56,273,000
+3.6%
2,354,506
+8.0%
4.12%
+12.4%
Q1 2022$54,319,000
+6.4%
2,180,614
+14.0%
3.66%
-10.3%
Q4 2021$51,054,000
+2.6%
1,913,577
+2.0%
4.08%
-6.2%
Q3 2021$49,773,000
-18.8%
1,876,118
-18.6%
4.35%
-20.1%
Q2 2021$61,331,000
+9.0%
2,305,671
+7.3%
5.44%
-3.0%
Q1 2021$56,263,000
+24.0%
2,148,277
+29.0%
5.61%
+6.0%
Q4 2020$45,367,000
-13.3%
1,665,458
-11.1%
5.29%
-24.2%
Q3 2020$52,347,000
+4.9%
1,872,890
+5.1%
6.98%
-2.7%
Q2 2020$49,889,000
-26.9%
1,782,370
-26.9%
7.18%
-33.3%
Q1 2020$68,256,000
+18.8%
2,436,845
+10.0%
10.76%
+42.6%
Q4 2019$57,467,000
+174.7%
2,215,380
+178.8%
7.54%
+140.5%
Q3 2019$20,918,000
+95.2%
794,608
+91.4%
3.14%
+85.6%
Q2 2019$10,717,000
+324.4%
415,137
+314.9%
1.69%
+196.3%
Q1 2019$2,525,000
+267.5%
100,058
+259.1%
0.57%
+187.9%
Q4 2018$687,000
-25.1%
27,865
-26.0%
0.20%
-17.5%
Q3 2018$917,000
+7.9%
37,670
+9.1%
0.24%
+1.3%
Q2 2018$850,000
-8.0%
34,528
-7.7%
0.24%
+52.9%
Q1 2018$924,00037,4090.16%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders