WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 200 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q2 2019
NameSharesValueWeighting ↓
Maxim Capital Management LLC 160,927$18,069,00016.91%
GERMAN AMERICAN BANCORP, INC. 290,549$32,622,0008.91%
Wealthstar Advisors, LLC 135,107$15,173,0008.87%
Hilton Capital Management, LLC 483,842$54,326,0007.42%
MERIDIAN MANAGEMENT CO 116,206$13,048,0005.80%
PFM Asset Management LLC 205,785$23,106,0005.72%
BENJAMIN EDWARDS INC 20,262$2,275,0005.50%
NORTHWEST INVESTMENT COUNSELORS, LLC 110,422$12,398,0004.58%
TRUE Private Wealth Advisors 232,895$26,149,0004.46%
Strategic Financial Services, Inc. 296,783$33,323,0004.40%
View complete list of ISHARES TR shareholders