One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$26,338
-97.3%
501
-97.4%
0.01%
-97.7%
Q2 2022$971,000
+57.4%
19,243
+90.1%
0.26%
+72.2%
Q1 2022$617,000
-43.4%
10,123
-38.9%
0.15%
-45.3%
Q4 2021$1,090,000
+53.5%
16,559
+46.4%
0.28%
+32.7%
Q3 2021$710,000
+36.0%
11,314
+681.9%
0.21%
+26.1%
Q2 2021$522,000
-56.2%
1,447
-59.9%
0.16%
-63.9%
Q1 2021$1,192,000
+114.4%
3,608
+112.5%
0.46%
+51.3%
Q4 2020$556,0001,6980.30%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders