WEALTHSOURCE PARTNERS, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 356 filers reported holding ISHARES U S ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$10,097,736
+9.7%
202,400
+9.3%
0.69%
+13.9%
Q2 2023$9,203,669
+64.1%
185,110
+63.7%
0.61%
+59.9%
Q1 2023$5,609,909
+34.5%
113,103
+33.6%
0.38%
+28.5%
Q4 2022$4,169,868
+17.7%
84,633
+17.7%
0.30%
+12.6%
Q3 2022$3,542,000
+3.0%
71,905
+3.0%
0.26%
+4.4%
Q2 2022$3,438,000
-18.1%
69,800
-17.6%
0.25%
-11.3%
Q1 2022$4,198,000
+0.5%
84,689
+1.2%
0.28%
-15.3%
Q4 2021$4,178,000
-7.2%
83,646
-6.8%
0.33%
-15.0%
Q3 2021$4,500,000
+10.8%
89,754
+10.8%
0.39%
+8.9%
Q2 2021$4,063,000
-1.0%
80,983
-1.0%
0.36%
-12.0%
Q1 2021$4,105,000
+2.4%
81,786
+2.3%
0.41%
-12.4%
Q4 2020$4,009,000
-65.9%
79,913
-65.9%
0.47%
-70.2%
Q3 2020$11,754,000
+1.4%
234,564
+1.2%
1.57%
-6.0%
Q2 2020$11,596,000
-41.0%
231,881
-42.8%
1.67%
-46.1%
Q1 2020$19,648,000
-3.0%
405,197
+0.5%
3.10%
+16.5%
Q4 2019$20,253,000
+40.9%
403,053
+41.2%
2.66%
+23.4%
Q3 2019$14,372,000
+17.8%
285,501
+17.7%
2.15%
+12.0%
Q2 2019$12,205,000
+31.8%
242,507
+31.5%
1.92%
-8.1%
Q1 2019$9,262,000
+98.4%
184,359
+96.8%
2.09%
+55.8%
Q4 2018$4,669,000
+7.8%
93,662
+8.5%
1.34%
+18.6%
Q3 2018$4,331,000
+305.1%
86,291
+305.1%
1.13%
+279.9%
Q2 2018$1,069,000
+38.7%
21,300
+38.6%
0.30%
+131.0%
Q1 2018$771,000
+71.0%
15,365
+70.7%
0.13%
-7.9%
Q4 2017$451,000
+3.4%
9,000
+3.9%
0.14%
-2.8%
Q3 2017$436,0000.0%8,6650.0%0.14%
-3.4%
Q2 2017$436,000
+36.2%
8,665
+36.1%
0.15%
+26.3%
Q1 2017$320,000
+0.3%
6,365
+0.2%
0.12%
-11.9%
Q4 2016$319,000
+0.9%
6,352
+0.8%
0.13%
+16.5%
Q3 2016$316,000
-2.5%
6,300
-2.5%
0.12%
-5.0%
Q2 2016$324,0006,4600.12%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders