One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,546,031
-8.5%
28,537
-2.5%
0.57%
-3.6%
Q2 2023$2,784,002
+1.0%
29,278
-0.6%
0.59%
-7.8%
Q1 2023$2,757,026
-6.0%
29,459
-8.3%
0.64%
-4.9%
Q4 2022$2,934,243
-59.9%
32,135
-60.9%
0.67%
-65.8%
Q2 2022$7,312,000
-6.5%
82,129
+7.5%
1.96%
+2.2%
Q1 2022$7,821,000
-15.2%
76,384
-13.4%
1.92%
-18.1%
Q4 2021$9,221,000
-4.6%
88,250
-8.1%
2.34%
-17.5%
Q3 2021$9,667,000
-14.6%
96,028
-10.6%
2.83%
-20.9%
Q2 2021$11,321,000
-8.2%
107,382
-12.3%
3.58%
-24.2%
Q1 2021$12,335,000
-2.1%
122,441
-21.0%
4.73%
-30.9%
Q4 2020$12,600,000
+29.7%
154,957
+95.2%
6.84%
+2.1%
Q3 2020$9,716,000
+15.9%
79,370
+14.0%
6.70%
+0.7%
Q2 2020$8,381,000
+49.5%
69,627
+24.1%
6.66%
+19.9%
Q1 2020$5,605,000
-38.0%
56,086
-0.3%
5.55%
-16.9%
Q4 2019$9,044,000
+6.7%
56,242
-0.3%
6.68%
-9.8%
Q3 2019$8,474,000
+4.6%
56,424
+3.5%
7.41%
+10.5%
Q2 2019$8,100,000
+8.0%
54,505
+7.3%
6.70%
+9.5%
Q1 2019$7,497,000
+12.7%
50,812
+0.7%
6.12%
-7.6%
Q4 2018$6,653,000
-19.3%
50,461
+2.6%
6.63%
+5.1%
Q3 2018$8,241,000
+4.6%
49,195
+2.0%
6.31%
+0.3%
Q2 2018$7,878,000
+11.5%
48,253
+3.0%
6.29%
+0.9%
Q1 2018$7,067,000
+0.5%
46,853
+2.3%
6.23%
+9.1%
Q4 2017$7,031,00045,7855.71%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders