WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 265 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,072,819
+23.2%
52,340
+24.0%
0.35%
+28.0%
Q2 2023$4,118,637
-1.1%
42,199
+0.6%
0.27%
-3.6%
Q1 2023$4,162,405
-9.1%
41,947
-11.1%
0.28%
-13.3%
Q4 2022$4,577,486
-48.2%
47,210
-48.6%
0.32%
-50.5%
Q3 2022$8,832,000
+86.2%
91,899
+96.5%
0.65%
+88.5%
Q2 2022$4,744,000
+69.9%
46,772
+75.7%
0.35%
+84.6%
Q1 2022$2,793,000
+795.2%
26,620
+800.2%
0.19%
+596.3%
Q3 2021$312,000
-36.3%
2,957
-39.3%
0.03%
-57.8%
Q4 2019$490,000
+22.5%
4,869
+21.9%
0.06%
+6.7%
Q3 2019$400,000
+26.6%
3,995
+27.1%
0.06%
+20.0%
Q2 2019$316,000
-28.8%
3,144
-29.4%
0.05%
-50.0%
Q1 2019$444,000
+69.5%
4,451
+66.6%
0.10%
+33.3%
Q4 2018$262,000
-32.8%
2,671
-32.4%
0.08%
-26.5%
Q3 2018$390,000
+31.3%
3,952
+32.5%
0.10%
+22.9%
Q2 2018$297,0002,9820.08%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders