One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 178 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,898,131
+2.0%
144,524
+8.0%
1.53%
+7.6%
Q2 2023$6,761,797
+0.3%
133,791
-0.8%
1.42%
-8.5%
Q1 2023$6,743,396
+10.5%
134,814
+0.0%
1.56%
+11.8%
Q4 2022$6,104,458
+11.5%
134,786
-7.0%
1.39%
-22.2%
Q3 2022$5,474,000
+569.2%
144,975
+656.5%
1.79%
+717.8%
Q2 2022$818,00019,1640.22%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders