WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 201 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$987,799
-31.9%
14,289
-28.1%
0.07%
-30.2%
Q2 2023$1,450,359
-0.9%
19,887
-2.3%
0.10%
-3.0%
Q1 2023$1,462,806
+26.8%
20,362
+16.0%
0.10%
+20.7%
Q4 2022$1,153,803
+19.6%
17,551
+2.1%
0.08%
+15.5%
Q3 2022$965,000
+9.2%
17,186
+22.1%
0.07%
+9.2%
Q2 2022$884,000
-21.2%
14,078
-7.5%
0.06%
-14.5%
Q1 2022$1,122,000
-56.8%
15,215
-53.5%
0.08%
-63.5%
Q4 2021$2,600,000
+2.4%
32,722
+1.1%
0.21%
-6.3%
Q3 2021$2,538,000
+41.0%
32,377
+42.2%
0.22%
+38.8%
Q2 2021$1,800,000
+31.3%
22,773
+26.1%
0.16%
+16.8%
Q1 2021$1,371,000
+125.5%
18,059
+117.1%
0.14%
+93.0%
Q4 2020$608,000
-53.9%
8,318
-60.0%
0.07%
-59.7%
Q3 2020$1,319,000
+50.2%
20,785
+43.5%
0.18%
+39.7%
Q2 2020$878,000
+55.7%
14,485
+36.5%
0.13%
+41.6%
Q1 2020$564,000
+51.6%
10,610
+95.9%
0.09%
+81.6%
Q4 2019$372,0005,4160.05%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders