WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 299 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$460,086
+1.2%
10,4040.0%0.03%
+3.3%
Q2 2023$454,675
+11.1%
10,404
+0.0%
0.03%
+7.1%
Q1 2023$409,384
-5.7%
10,4010.0%0.03%
-9.7%
Q4 2022$434,138
+2.4%
10,4010.0%0.03%0.0%
Q3 2022$424,000
+3.7%
10,4010.0%0.03%
+3.3%
Q2 2022$409,000
-11.9%
10,4010.0%0.03%
-3.2%
Q1 2022$464,000
+16.3%
10,401
-13.3%
0.03%
-72.1%
Q2 2018$399,000
-49.4%
12,000
-50.0%
0.11%
-15.9%
Q1 2018$788,000
+82.0%
24,000
+99.7%
0.13%
-1.5%
Q4 2017$433,000
+9.9%
12,018
+0.2%
0.13%
+3.1%
Q3 2017$394,000
+2.3%
12,0000.0%0.13%
-0.8%
Q2 2017$385,000
+1.9%
12,0000.0%0.13%
-5.8%
Q1 2017$378,000
+17.4%
12,0000.0%0.14%
+2.2%
Q4 2016$322,000
-8.8%
12,0000.0%0.14%
+5.4%
Q3 2016$353,000
+5.4%
12,0000.0%0.13%
+3.2%
Q2 2016$335,000
+0.6%
12,000
-2.2%
0.12%
-8.1%
Q1 2016$333,00012,2710.14%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders