WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 313 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$486,255
-20.7%
6,368
-24.5%
0.03%
-22.0%
Q1 2023$612,895
-90.9%
8,440
-91.3%
0.04%
-91.4%
Q4 2022$6,712,192
+8.0%
96,620
+7.1%
0.48%
+3.3%
Q3 2022$6,214,000
-4.2%
90,194
-3.6%
0.46%
-3.0%
Q2 2022$6,486,000
+175.3%
93,519
+230.7%
0.47%
+198.1%
Q1 2022$2,356,00028,2800.16%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders