WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is GBF and the CUSIP is 464288596. A total of 69 filers reported holding ISHARES TR in Q3 2021. 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 Q3 2021
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 34,076$3,409,7092.46%
KENFARB & CO. 14,820$1,482,8791.36%
COLTON GROOME FINANCIAL ADVISORS, LLC 21,605$2,161,8381.08%
Beirne Wealth Consulting Services, LLC 9,054$941,9430.75%
Destination Wealth Management 161,301$16,140,0350.63%
Aveo Capital Partners, LLC 38,602$3,862,5890.51%
ASSETMARK, INC 1,078,996$107,966,3900.43%
Dentgroup LLC 5,635$563,8490.42%
OneDigital Investment Advisors LLC 187,954$18,807,0340.41%
Tower Wealth Partners, Inc. 3,296$329,8040.27%
View complete list of ISHARES TR shareholders