WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is GBF and the CUSIP is 464288596. A total of 44 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 2022$438,000
-3.7%
3,862
+3.5%
0.15%
-9.9%
Q3 2021$455,000
-48.5%
3,733
-49.4%
0.17%
-55.0%
Q1 2021$884,000
+192.7%
7,375
+195.8%
0.38%
+64.5%
Q1 2020$302,000
+22.3%
2,493
+20.2%
0.23%
+30.5%
Q3 2019$247,000
-61.6%
2,074
-62.5%
0.18%
-61.2%
Q2 2019$644,000
+25.5%
5,524
+22.3%
0.46%
-21.2%
Q1 2019$513,0004,5160.58%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
COLTON GROOME FINANCIAL ADVISORS, LLC 31,319$3,216,7341.27%
Beirne Wealth Consulting Services, LLC 14,558$1,495,4350.60%
Destination Wealth Management 167,974$17,252,4140.57%
Aveo Capital Partners, LLC 35,244$3,619,8650.41%
TSA Wealth Managment LLC 6,213$638,1290.27%
Beaumont Capital Management, LLC 2,802$287,7900.22%
Shared Vision Wealth Group LLC 3,749$385,0550.22%
OneDigital Investment Advisors LLC 145,673$14,961,8840.19%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 7,603$780,9370.18%
Biondo Investment Advisors, LLC 11,100$1,140,0670.17%
View complete list of ISHARES TR shareholders