WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 297 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$342,871
+16.0%
4,013
-4.5%
0.13%
+9.6%
Q1 2023$295,499
-6.9%
4,204
-19.7%
0.12%
-10.9%
Q4 2022$317,267
+28.4%
5,235
+11.3%
0.13%
+27.7%
Q2 2022$247,000
-21.8%
4,704
-11.7%
0.10%
-9.0%
Q1 2022$316,000
-16.2%
5,330
-6.4%
0.11%
-21.3%
Q3 2021$377,000
+2592.9%
5,696
+1154.6%
0.14%
+1075.0%
Q4 2018$14,0004540.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management Fund Advisors LLC 117,200$6,153,0004.35%
COTTONWOOD CAPITAL ADVISORS, LLC 50,972$2,676,0002.42%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$1,657,0001.48%
Gerber Kawasaki Wealth & Investment Management 228,830$12,013,0001.14%
Capital Asset Advisory Services LLC 182,952$9,605,0001.06%
Main Management LLC 135,812$7,130,0000.85%
Carl P. Sherr & Co., LLC 14,666$770,0000.58%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,125$584,0000.48%
X-Square Capital, LLC 15,226$799,0000.48%
PEDDOCK CAPITAL ADVISORS, LLC 23,389$1,228,0000.48%
View complete list of ISHARES TR shareholders