WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q2 2021. 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$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 Q2 2021
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders