WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288,576
+0.0%
6,222
+0.6%
0.02%
+5.3%
Q2 2023$288,562
+2.3%
6,187
+3.4%
0.02%0.0%
Q1 2023$282,081
+4.3%
5,982
+2.7%
0.02%0.0%
Q4 2022$270,374
+4.0%
5,822
+3.3%
0.02%0.0%
Q3 2022$260,000
-8.5%
5,636
-6.0%
0.02%
-9.5%
Q2 2022$284,000
-5.3%
5,997
-3.2%
0.02%
+5.0%
Q1 2022$300,000
-23.5%
6,198
-20.3%
0.02%
-35.5%
Q4 2021$392,000
-61.6%
7,776
-61.1%
0.03%
-65.2%
Q3 2021$1,020,000
-15.9%
19,974
-15.5%
0.09%
-17.6%
Q2 2021$1,213,000
-2.6%
23,645
-2.6%
0.11%
-12.9%
Q1 2021$1,245,000
+1.3%
24,272
+2.0%
0.12%
-13.3%
Q4 2020$1,229,000
+77.9%
23,797
+77.5%
0.14%
+55.4%
Q3 2020$691,000
+49.2%
13,409
+49.1%
0.09%
+37.3%
Q2 2020$463,000
-26.7%
8,993
-28.1%
0.07%
-33.0%
Q1 2020$632,000
-67.6%
12,508
-67.7%
0.10%
-60.9%
Q4 2019$1,951,000
+24.1%
38,706
+24.3%
0.26%
+8.5%
Q3 2019$1,572,000
+16.2%
31,144
+16.1%
0.24%
+10.8%
Q2 2019$1,353,000
+7.2%
26,820
+6.0%
0.21%
-25.3%
Q1 2019$1,262,000
+16.5%
25,305
+14.6%
0.28%
-8.7%
Q4 2018$1,083,000
+46.0%
22,073
+45.8%
0.31%
+60.8%
Q3 2018$742,000
+46.4%
15,142
+46.6%
0.19%
+36.6%
Q2 2018$507,000
+33.8%
10,332
+36.7%
0.14%
+125.4%
Q1 2018$379,000
+35.4%
7,559
+35.6%
0.06%
-33.7%
Q2 2017$280,000
-26.1%
5,575
-26.2%
0.10%
-32.1%
Q1 2017$379,000
+2.2%
7,559
+1.7%
0.14%
-10.3%
Q4 2016$371,000
-8.6%
7,429
-7.4%
0.16%
+5.4%
Q3 2016$406,000
-5.1%
8,024
+90.4%
0.15%
-7.5%
Q2 2016$428,000
+30.1%
4,215
+28.7%
0.16%
+19.4%
Q1 2016$329,0003,2740.13%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders