WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 125 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$237,025
-21.5%
4,067
-17.7%
0.02%
-20.0%
Q2 2023$301,994
-6.2%
4,941
-7.2%
0.02%
-9.1%
Q1 2023$321,821
+15.8%
5,322
+7.2%
0.02%
+10.0%
Q4 2022$277,941
-9.2%
4,965
-21.6%
0.02%
-13.0%
Q3 2022$306,000
-7.0%
6,336
+3.6%
0.02%
-4.2%
Q2 2022$329,000
-14.1%
6,116
+1.7%
0.02%
-7.7%
Q1 2022$383,000
-3.5%
6,015
+2.5%
0.03%
-18.8%
Q4 2021$397,000
-11.6%
5,870
-12.6%
0.03%
-17.9%
Q3 2021$449,000
-0.4%
6,713
+0.5%
0.04%
-2.5%
Q2 2021$451,000
-7.0%
6,680
-11.1%
0.04%
-16.7%
Q1 2021$485,000
+4.3%
7,513
-0.5%
0.05%
-11.1%
Q4 2020$465,000
+14.3%
7,547
+0.1%
0.05%0.0%
Q3 2020$407,0007,5400.05%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders