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 89 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q3 2021
NameSharesValueWeighting ↓
Harborview Advisors, LLC 76,616$6,993,0005.34%
Tri-Star Advisors Inc. 33,629$3,110,0001.95%
OmniStar Financial Group, Inc. 15,304$1,397,0001.05%
Semmax Financial Advisors Inc. 21,987$2,007,0000.96%
Riverpoint Wealth Management Holdings, LLC 11,654$1,064,0000.39%
ASSETMARK, INC 640,198$58,437,0000.38%
Titus Wealth Management 4,262$389,0000.28%
Watson Rebecca 4,895$447,0000.26%
Founders Financial Alliance, LLC 4,781$438,0000.26%
WealthOne, LLC 2,590$236,0000.13%
View complete list of ISHARES U S ETF TR shareholders