WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 275 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$230,467
-12.0%
4,384
-15.6%
0.09%
-13.1%
Q2 2022$262,000
-54.6%
5,197
+194.8%
0.11%
-61.5%
Q4 2020$577,000
+74.8%
1,763
+23.5%
0.28%
-25.5%
Q1 2019$330,000
-56.7%
1,427
-62.6%
0.37%
-44.2%
Q4 2018$763,0003,8180.67%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders