WEALTHCARE CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 88 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$339,661
-1.4%
8,981
-5.2%
0.04%
-4.8%
Q1 2023$344,489
+15.3%
9,477
+4.8%
0.04%
+10.5%
Q4 2022$298,732
+10.2%
9,047
+13.3%
0.04%
+11.8%
Q3 2022$271,000
+0.7%
7,982
+3.8%
0.03%
+17.2%
Q2 2022$269,000
-15.9%
7,689
+2.7%
0.03%
-6.5%
Q1 2022$320,000
+8.1%
7,487
+12.7%
0.03%
+14.8%
Q4 2021$296,000
+4.6%
6,641
+1.9%
0.03%0.0%
Q3 2021$283,000
+13.2%
6,518
+12.3%
0.03%
+12.5%
Q2 2021$250,000
+42.0%
5,802
+26.2%
0.02%
+33.3%
Q1 2021$176,0004,5980.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
CROSSPOINT FINANCIAL, LLC 37,790$1,455,28815.38%
RETIREMENT CAPITAL STRATEGIES 78,687$3,030,2361.42%
ABSOLUTE CAPITAL MANAGEMENT, LLC 22,600$870,3260.84%
Sierra Capital LLC 117,113$4,5100.72%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 29,050$1,118,7200.72%
LVM CAPITAL MANAGEMENT LTD/MI 127,906$4,9260.69%
WealthOne, LLC 41,107$1,583,0460.64%
ALTERNA WEALTH MANAGEMENT, INC 12,317$474,3280.61%
CORA CAPITAL ADVISORS LLC 20,980$807,9400.54%
Wharton Business Group, LLC 200,110$7,7060.43%
View complete list of ISHARES TR shareholders