WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 160 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$103,0007670.09%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 131,559$16,271,0003.36%
MinichMacGregor Wealth Management, LLC 22,629$2,798,0002.70%
Fernwood Investment Management, LLC 12,690$1,569,0001.59%
Kalos Management, Inc. 15,103$1,633,0001.36%
Destination Wealth Management 127,440$13,753,0001.32%
ASSETMARK, INC 576,592$71,313,0001.24%
Family Firm, Inc. 10,806$1,336,0000.68%
Evanson Asset Management, LLC 14,744$1,823,0000.62%
BENJAMIN F. EDWARDS & COMPANY, INC. 23,295$2,881,0000.60%
Premier Fund Managers Ltd 3,500$433,0000.42%
View complete list of ISHARES TR shareholders