WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 129 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 2022$622,000
+0.2%
24,848
+0.0%
0.27%
+5.5%
Q2 2022$621,000
-0.2%
24,837
+0.0%
0.25%
+16.0%
Q1 2022$622,000
-0.3%
24,828
+0.0%
0.22%
+1.9%
Q4 2021$624,000
-0.6%
24,823
+0.1%
0.22%
-8.5%
Q3 2021$628,000
-0.3%
24,806
+0.0%
0.24%
-4.5%
Q2 2021$630,000
+1.1%
24,796
+1.3%
0.25%
-8.2%
Q1 2021$623,000
-1.9%
24,485
-1.3%
0.27%
-12.4%
Q4 2020$635,000
-2.5%
24,816
-2.3%
0.31%
-16.6%
Q3 2020$651,000
-0.2%
25,403
+0.1%
0.37%
-8.2%
Q2 2020$652,000
+3.7%
25,389
+0.1%
0.40%
-17.0%
Q1 2020$629,000
-1.9%
25,373
+0.0%
0.48%
+20.8%
Q4 2019$641,000
-0.2%
25,362
+0.1%
0.40%
-13.1%
Q3 2019$642,000
+0.5%
25,346
+0.0%
0.46%
+1.5%
Q2 2019$639,000
+66.8%
25,334
+64.8%
0.45%
+4.4%
Q1 2019$383,00015,3680.43%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 492,025$12,497,00011.24%
BerganKDV Wealth Management, LLC 1,570,311$39,886,0004.73%
PFG Private Wealth Management, LLC 269,929$6,856,0004.44%
NovaPoint Capital, LLC 361,774$9,189,0003.80%
Aptus Capital Advisors, LLC 4,523,245$114,890,0003.36%
Tillar-Wenstrup Advisors, LLC 279,989$7,112,0003.24%
RVW Wealth, LLC 819,348$21,000,0002.62%
Cribstone Capital Management, LLC 161,640$4,106,0002.49%
SONATA CAPITAL GROUP INC 204,978$5,206,0002.37%
MV CAPITAL MANAGEMENT, INC. 528,240$13,417,0002.28%
View complete list of ISHARES TR shareholders