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 55 filers reported holding ISHARES U S ETF TR in Q1 2023. 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 2023
NameSharesValueWeighting ↓
Alaska Permanent Capital Management 744,853$38,416,7373.40%
Octavia Wealth Advisors, LLC 293,902$15,138,8923.07%
Horizons Wealth Management 78,073$4,021,5532.93%
Alaska Wealth Advisors 307,903$15,860,0842.53%
Intrepid Financial Planning Group LLC 73,489$3,785,4181.96%
Disciplina Capital Management LLC 78,897$4,063,9840.84%
FDx Advisors, Inc. 103,277$5,3200.44%
Strategic Advocates LLC 17,306$891,4320.42%
Wolf Group Capital Advisors 11,019$567,5890.27%
Evergreen Wealth Solutions, LLC 4,700$242,0970.24%
View complete list of ISHARES U S ETF TR shareholders