WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 147 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$597,000
-0.3%
23,670
+0.0%
0.34%
-8.7%
Q2 2020$599,000
+0.5%
23,662
+0.1%
0.37%
-19.5%
Q1 2020$596,000
-0.3%
23,650
+0.0%
0.46%
+22.8%
Q4 2019$598,000
-0.2%
23,641
+0.1%
0.37%
-13.3%
Q3 2019$599,000
+0.2%
23,628
+0.0%
0.43%
+1.4%
Q2 2019$598,000
+62.9%
23,618
+62.5%
0.42%
+2.2%
Q1 2019$367,00014,5320.41%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 332,016$8,313,0004.52%
TLWM 299,026$7,512,0004.37%
Fragasso Group Inc. 712,869$17,793,0004.31%
Leicht Financial Planning & Wealth Management, Inc. 142,962$3,589,0004.26%
Day & Ennis, LLC 173,692$4,349,0002.93%
CORDA Investment Management, LLC. 838,695$20,998,0002.49%
Lutz Financial Services LLC 404,819$10,135,0002.24%
MV CAPITAL MANAGEMENT, INC. 313,932$7,860,0001.96%
Matthew Goff Investment Advisor, LLC 96,713$2,421,0000.97%
Timber Creek Capital Management LLC 52,942$1,325,0000.85%
View complete list of ISHARES TR shareholders