WealthOne, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 75 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2022$297,000
-15.4%
3,180
-13.3%
0.10%
-13.2%
Q4 2021$351,000
+0.9%
3,667
+0.9%
0.12%
-6.9%
Q3 2021$348,000
+48.1%
3,634
+48.9%
0.13%
+41.3%
Q2 2021$235,000
+10.3%
2,440
+10.6%
0.09%0.0%
Q1 2021$213,000
-9.7%
2,207
-14.8%
0.09%
-30.8%
Q3 2020$236,000
-1.3%
2,590
-2.7%
0.13%
-9.5%
Q2 2020$239,000
-51.3%
2,662
-49.4%
0.15%
-73.5%
Q1 2019$491,0005,2570.55%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
KFG WEALTH MANAGEMENT, LLC 50,406$4,665,0872.53%
Destination Wealth Management 701,059$64,883,0342.52%
Red Wave Investments LLC 43,852$4,058,5031.73%
Aquire Wealth Advisors, LLC 12,604$1,166,5000.49%
Freedom Investment Management, Inc. 26,721$2,473,0700.30%
Capital Investment Advisory Services, LLC 26,246$2,429,0670.24%
TrinityPoint Wealth, LLC 11,799$1,092,0250.22%
Trilogy Capital Inc. 31,488$2,914,2110.20%
Founders Financial Alliance, LLC 4,000$370,1980.16%
WCG Wealth Advisors LLC 13,352$1,2550.09%
View complete list of ISHARES U S ETF TR shareholders