WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 103 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$514,000
+30.8%
4,363
+32.8%
0.22%
+16.3%
Q4 2020$393,000
+33.7%
3,285
+34.8%
0.19%
-15.6%
Q1 2020$294,000
+18.5%
2,437
+14.5%
0.22%
+27.1%
Q3 2019$248,000
-52.9%
2,128
-53.4%
0.18%
-52.4%
Q2 2019$526,000
+3.3%
4,564
+1.8%
0.37%
-35.3%
Q1 2019$509,000
-0.4%
4,485
-1.6%
0.58%
+28.6%
Q4 2018$511,0004,5600.45%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 25,180$2,836,0000.58%
Ashfield Capital Partners, LLC 47,202$5,316,0000.52%
Rehmann Capital Advisory Group 24,682$2,780,0000.51%
BANK HAPOALIM BM 16,745$1,886,0000.50%
CETERA INVESTMENT MANAGEMENT LLC 5,769$650,0000.49%
Zions Bancorporation 22,690$2,556,0000.45%
Charles Schwab Investment Advisory, Inc. 502,802$56,625,0000.39%
Exchange Capital Management, Inc. 7,522$847,0000.32%
Sigma Planning Corp 21,903$2,467,0000.27%
AT Bancorp 14,026$1,580,0000.21%
View complete list of ISHARES TR shareholders