One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 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 Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders