WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,203,962
+4.1%
101,285
+8.8%
0.15%
+8.6%
Q2 2023$2,116,867
-4.9%
93,090
-3.7%
0.14%
-7.9%
Q1 2023$2,225,919
+58.3%
96,716
+53.3%
0.15%
+51.0%
Q4 2022$1,406,326
-0.1%
63,071
-2.4%
0.10%
-3.8%
Q3 2022$1,408,000
+8.3%
64,632
+15.1%
0.10%
+9.5%
Q2 2022$1,300,000
+31.0%
56,134
+42.2%
0.10%
+41.8%
Q1 2022$992,000
-47.1%
39,463
-43.3%
0.07%
-64.2%
Q1 2021$1,877,000
-6.7%
69,650
-1.8%
0.19%
-20.4%
Q4 2020$2,011,000
-31.6%
70,962
-33.1%
0.24%
-40.1%
Q3 2020$2,941,000
+28.9%
106,081
+28.5%
0.39%
+19.5%
Q2 2020$2,281,000
+110.4%
82,567
+95.9%
0.33%
+91.8%
Q1 2020$1,084,000
+29.0%
42,149
+32.8%
0.17%
+55.5%
Q4 2019$840,000
+160.9%
31,729
+158.7%
0.11%
+129.2%
Q3 2019$322,000
+57.8%
12,267
+55.1%
0.05%
+50.0%
Q2 2019$204,0007,9090.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders