WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 245 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$506,000
-22.2%
1,645
-24.1%
0.22%
-30.6%
Q4 2020$650,000
+41.0%
2,166
+23.9%
0.31%
+20.8%
Q3 2020$461,000
+31.0%
1,748
+16.9%
0.26%
+20.4%
Q2 2020$352,000
+15.8%
1,495
-10.3%
0.22%
-7.3%
Q1 2020$304,000
-26.2%
1,667
-25.1%
0.23%
-21.0%
Q3 2019$412,000
+44.1%
2,227
+39.9%
0.30%
+46.0%
Q2 2019$286,0001,5920.20%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Goodwin Investment Advisory 12,982$3,940,0004.82%
Sharkey, Howes & Javer 39,524$11,859,0003.96%
MA Private Wealth 57,111$17,136,0003.92%
Sanctuary Wealth Management, L.L.C. 10,370$3,112,0003.78%
OmniStar Financial Group, Inc. 17,956$5,388,0003.78%
B, B, H, & B INC. 14,252$4,276,0003.69%
ONE Advisory Partners, LLC 16,705$5,012,0003.43%
EXECUTIVE WEALTH GROUP LLC 16,148$4,845,2343.27%
High Falls Advisors, Inc 34,265$10,281,0002.98%
HawsGoodwin Investment Management LLC 29,402$8,822,0002.77%
View complete list of ISHARES TR shareholders