WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,907,257
-4.1%
161,445
+2.4%
0.40%
-0.5%
Q2 2023$6,159,201
+3.4%
157,605
-1.2%
0.41%
+0.7%
Q1 2023$5,954,347
+2.2%
159,548
-0.7%
0.40%
-2.4%
Q4 2022$5,828,854
+7.9%
160,752
-4.1%
0.41%
+3.2%
Q3 2022$5,403,000
+0.0%
167,598
+5.6%
0.40%
+1.3%
Q2 2022$5,401,000158,6680.40%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders