WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 298 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 4.64 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 Q2 2019
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 31,099$3,461,0005.25%
XPONANCE, INC. 109,780$12,568,0004.86%
Brookstone Capital Management 157,277$17,503,0003.17%
Clal Insurance Enterprises Holdings Ltd 1,052,215$117,273,0003.04%
BTR CAPITAL MANAGEMENT INC 68,084$7,577,0001.81%
LUCAS CAPITAL MANAGEMENT 26,724$2,974,0001.72%
EXENCIAL WEALTH ADVISORS, LLC 20,896$2,326,0001.14%
Janney Capital Management LLC 193,467$21,531,0000.98%
Wharton Business Group, LLC 84,781$9,435,0000.93%
Baker Avenue Asset Management, LP 44,375$4,938,0000.87%
View complete list of ISHARES TR shareholders