WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 78 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,677,544
-13.0%
48,400
-9.8%
0.12%
-9.4%
Q2 2023$1,928,574
+5.0%
53,646
-3.4%
0.13%
+2.4%
Q1 2023$1,837,005
+8.9%
55,549
+1.0%
0.12%
+4.2%
Q4 2022$1,687,036
+0.4%
55,024
-8.3%
0.12%
-4.0%
Q3 2022$1,681,000
-5.9%
59,992
+0.3%
0.12%
-5.3%
Q2 2022$1,786,000
-47.3%
59,789
-37.1%
0.13%
-42.8%
Q1 2022$3,391,000
-5.2%
95,001
+4.7%
0.23%
-19.9%
Q4 2021$3,578,000
+10.5%
90,720
+1.2%
0.29%
+1.1%
Q3 2021$3,237,000
+69.1%
89,608
+70.0%
0.28%
+66.5%
Q2 2021$1,914,000
+36.3%
52,711
+24.5%
0.17%
+21.4%
Q1 2021$1,404,000
+43.9%
42,325
+35.7%
0.14%
+22.8%
Q4 2020$976,00031,1880.11%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders