One Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 55 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
One Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$257,066
-2.0%
5,9520.0%0.01%
-8.3%
Q2 2023$262,364
-0.7%
5,9520.0%0.01%
-7.7%
Q1 2023$264,090
+3.5%
5,952
+0.8%
0.01%
-7.1%
Q4 2022$255,084
+6.3%
5,902
+3.5%
0.01%0.0%
Q3 2022$240,000
+6.2%
5,702
+9.6%
0.01%
+7.7%
Q2 2022$226,000
-10.3%
5,2020.0%0.01%0.0%
Q1 2022$252,000
+10.0%
5,202
+17.2%
0.01%
-23.5%
Q4 2021$229,0004,4400.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 71,583$3,0711.50%
Mandatum Life Insurance Co Ltd 24,580$1,061,6100.44%
Colorado Capital Management, Inc. 13,371$5770.44%
VERUS CAPITAL PARTNERS, LLC 58,128$2,510,5660.35%
Walkner Condon Financial Advisors LLC 27,042$1,168,1990.31%
Topel & Distasi Wealth Management, LLC 10,532$454,8770.24%
SigFig Wealth Management, LLC 105,661$4,563,4870.18%
Financial Connections Group, Inc. 1,591$680.08%
Curtis Advisory Group, LLC 5,723$247,1760.08%
HARBOUR INVESTMENTS, INC. 26,828$1,158,6850.06%
View complete list of ISHARES TR shareholders