WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 140 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,583,046
+7.3%
41,107
+5.4%
0.64%
+18.1%
Q2 2023$1,475,002
+8.7%
39,000
+4.5%
0.54%
+2.1%
Q1 2023$1,357,073
+20.0%
37,333
+9.0%
0.53%
+15.7%
Q4 2022$1,130,485
-10.0%
34,236
-7.4%
0.46%
-15.5%
Q3 2022$1,256,000
+29.6%
36,987
+33.7%
0.54%
+36.9%
Q2 2022$969,000
-18.2%
27,654
-0.3%
0.40%
-5.0%
Q1 2022$1,184,000
+42.1%
27,739
+48.6%
0.42%
+44.8%
Q4 2021$833,00018,6640.29%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 39,400$1,338,024,0001.75%
AMARILLO NATIONAL BANK 139,884$4,750,0001.10%
Trinity Legacy Partners, LLC 71,267$2,420,0001.03%
LVM CAPITAL MANAGEMENT LTD/MI 175,990$5,977,0000.92%
Sierra Capital LLC 117,113$3,977,0000.74%
ALTERNA WEALTH MANAGEMENT, INC 18,339$623,0000.74%
WealthOne, LLC 36,987$1,256,0000.54%
Purus Wealth Management, LLC 16,748$569,0000.52%
Wharton Business Group, LLC 209,516$7,115,0000.48%
RETIREMENT CAPITAL STRATEGIES 26,900$914,0000.42%
View complete list of ISHARES TR shareholders