WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders