WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 63 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$477,096
+0.3%
20,182
+0.3%
0.03%
+6.5%
Q2 2023$475,589
+1.7%
20,126
+1.6%
0.03%
-3.1%
Q1 2023$467,695
+36.5%
19,809
+35.7%
0.03%
+33.3%
Q4 2022$342,66214,6000.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 372,655$8,705,221,00011.41%
Peloton Wealth Strategists 107,825$2,519,0001.31%
Asset Dedication, LLC 174,583$4,072,0000.45%
Northstar Group, Inc. 51,820$1,210,0000.36%
VALLEY NATIONAL ADVISERS INC 60,357$1,412,0000.29%
4J Wealth Management LLC 9,671$226,0000.29%
Quad-Cities Investment Group, LLC 12,809$299,0000.23%
Timber Creek Capital Management LLC 24,251$566,0000.22%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
WRAPMANAGER INC 23,410$547,0000.18%
View complete list of ISHARES TR shareholders