One Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 244 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders