WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,927,645
-2.4%
233,740
-2.7%
0.40%
+1.2%
Q2 2023$6,076,357
+3.6%
240,267
+3.2%
0.40%
+0.8%
Q1 2023$5,866,023
+14.3%
232,871
+13.6%
0.40%
+9.4%
Q4 2022$5,131,150205,0000.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 447,156$11,326,46313.23%
American Planning Services, Inc. 608,756$15,438,05210.26%
Paradigm, Strategies in Wealth Management, LLC 498,577$12,643,9088.06%
Ruggaard & Associates LLC 474,954$12,044,8437.17%
PFG Private Wealth Management, LLC 233,076$5,910,8124.39%
Windsor Capital Management, LLC 488,053$12,377,0364.28%
Keeler Thomas Management LLC 432,838$10,976,9734.06%
Summit Asset Management, LLC 526,777$13,359,0593.63%
Madden Advisory Services, Inc. 222,050$5,631,1893.56%
Reliant Wealth Planning 250,626$6,355,8753.37%
View complete list of ISHARES TR shareholders