One Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
One Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,599,252
-1.7%
1,492,643
+6.6%
1.40%
-3.5%
Q2 2023$32,156,736
+11.2%
1,399,945
+11.0%
1.45%
+2.3%
Q1 2023$28,919,132
+20.0%
1,261,192
+18.9%
1.42%
+10.7%
Q4 2022$24,093,924
+23.6%
1,060,939
+15.7%
1.28%
+11.6%
Q3 2022$19,499,000
+2.1%
916,759
+16.0%
1.15%
+1.6%
Q2 2022$19,101,000
-13.1%
789,972
+4.9%
1.13%
-2.6%
Q1 2022$21,989,000
+3.9%
752,809
+8.9%
1.16%
-27.4%
Q4 2021$21,157,000
+10.9%
691,196
-0.7%
1.60%
+1.5%
Q3 2021$19,081,000
+6.3%
696,158
+7.5%
1.58%
-1.0%
Q2 2021$17,952,000
+145.5%
647,627
+125.6%
1.59%
+97.0%
Q1 2021$7,313,000287,0380.81%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders