WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 201 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$291,310
-26.6%
2,831
-18.1%
0.11%
-37.4%
Q1 2021$397,000
+33.2%
3,458
+33.1%
0.17%
-25.0%
Q1 2020$298,000
-41.5%
2,598
-43.7%
0.23%
-60.3%
Q1 2019$509,000
+3535.7%
4,613
+3476.0%
0.58%
+4691.7%
Q4 2018$14,0001290.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
DT Investment Partners, LLC 810,560$92,201,00012.00%
Wealthstar Advisors, LLC 217,800$24,770,0008.50%
GERMAN AMERICAN BANCORP, INC. 491,025$55,854,0007.83%
Strategic Financial Services, Inc, 899,995$102,374,0007.62%
MERIDIAN MANAGEMENT CO 172,825$19,659,0005.70%
C M BIDWELL & ASSOCIATES LTD 45,770$5,206,0003.20%
NORTHWEST INVESTMENT COUNSELORS, LLC 106,219$12,082,0002.97%
HOWE & RUSLING INC 208,196$23,682,0002.78%
Integrated Investment Consultants, LLC 89,586$10,191,0002.72%
Bank of New Hampshire 85,486$9,724,0002.36%
View complete list of ISHARES TR shareholders