WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 113 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$293,248
-10.0%
3,200
-5.5%
0.12%
-12.9%
Q4 2022$325,688
-29.5%
3,388
-25.2%
0.13%
-27.1%
Q2 2021$462,0004,5290.18%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 180,057$6,950,0004.73%
PACIFIC FINANCIAL GROUP INC 169,769$6,553,0002.73%
Main Management LLC 220,563$8,514,0002.43%
Financial Management Professionals, Inc. 50,373$1,944,0001.34%
SPC Financial, Inc. 91,635$3,537,0001.08%
Noven Financial Group, Inc. 35,061$1,353,0001.04%
Clark Capital Management Group, Inc. 260,252$10,046,0000.86%
SUMIT CAPITAL, LLC 5,640$218,0000.83%
Somerset Group LLC 20,929$808,0000.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,113$854,0000.44%
View complete list of ISHARES TR shareholders