WEALTHSOURCE PARTNERS, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 66 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$598,714
-82.2%
11,621
-81.1%
0.04%
-83.2%
Q4 2022$3,357,761
+27.1%
61,599
+28.3%
0.24%
+21.4%
Q3 2022$2,642,000
+26.7%
48,029
+34.1%
0.20%
+28.9%
Q2 2022$2,085,000
-52.2%
35,808
-49.7%
0.15%
-48.3%
Q1 2022$4,366,000
-6.7%
71,165
-24.7%
0.29%
-21.4%
Q4 2021$4,679,00094,5670.37%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Octavia Wealth Advisors, LLC 264,934$13,649,4003.07%
Horizons Wealth Management 76,965$3,965,2612.91%
Alaska Permanent Capital Management 609,146$31,383,2022.88%
Smith Anglin Financial, LLC 368,648$18,992,7412.83%
Intrepid Financial Planning Group LLC 83,655$4,309,9062.17%
Ameliora Wealth Management Ltd. 48,524$2,499,9561.46%
Disciplina Capital Management LLC 101,356$5,221,8611.29%
SageView Advisory Group, LLC 284,031$14,633,2540.93%
Evergreen Wealth Solutions, LLC 7,625$3930.46%
FIRST NATIONAL CORP /MA/ /ADV 23,983$1,235,5880.29%
View complete list of ISHARES U S ETF TR shareholders