One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 362 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$34,176
-95.7%
762
-95.6%
0.01%
-96.3%
Q2 2022$799,000
-5.9%
17,475
+19.5%
0.21%
+2.9%
Q1 2022$849,000
-21.8%
14,627
-13.2%
0.21%
-24.4%
Q4 2021$1,085,000
+61.2%
16,847
+41.9%
0.28%
+39.6%
Q3 2021$673,000
+32.5%
11,873
+689.4%
0.20%
+22.4%
Q2 2021$508,000
+52.1%
1,504
+38.4%
0.16%
+25.8%
Q1 2021$334,000
+5466.7%
1,087
+3097.1%
0.13%
+2460.0%
Q1 2019$6,0000.0%340.0%0.01%0.0%
Q3 2018$6,0000.0%340.0%0.01%0.0%
Q2 2018$6,000
+20.0%
340.0%0.01%
+25.0%
Q1 2018$5,0000.0%340.0%0.00%0.0%
Q4 2017$5,000340.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders