WEALTHSOURCE PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 115 filers reported holding ISHARES TR in Q4 2022. 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$371,842
-1.7%
16,111
-1.5%
0.02%0.0%
Q2 2023$378,430
-14.5%
16,361
-13.0%
0.02%
-16.7%
Q1 2023$442,623
+1.1%
18,8110.0%0.03%
-3.2%
Q4 2022$437,920
-7.2%
18,811
-7.3%
0.03%
-11.4%
Q3 2022$472,00020,2860.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Reliant Wealth Planning 176,426$4,107,1972.49%
FinTrust Capital Advisors, LLC 410,135$9,547,9342.31%
Rinkey Investments 130,225$3,031,6381.81%
Royal Harbor Partners, LLC 106,365$2,476,1771.53%
CAPTRUST FINANCIAL ADVISORS 12,903,526$300,394,0831.51%
Kerntke Otto McGlone Wealth Management Group 53,283$1,240,0001.43%
Capital Investment Advisors, LLC 1,457,550$33,9321.03%
Denver PWM, LLC 90,908$2,116,3291.00%
SYNOVUS FINANCIAL CORP 3,328,170$77,479,8000.88%
Safeguard Financial, LLC 47,868$1,1140.80%
View complete list of ISHARES TR shareholders