One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$412,844
-3.5%
6,316
-0.4%
0.09%
+2.2%
Q2 2023$427,603
-1.1%
6,340
-4.5%
0.09%
-10.0%
Q1 2023$432,394
-11.3%
6,642
-11.4%
0.10%
-9.9%
Q4 2022$487,2757,5000.11%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,931,505$285,535,00014.58%
Horst & Graben Wealth Management LLC 581,718$33,681,00011.61%
Compton Wealth Advisory Group, LLC 140,522$8,136,0005.07%
Global Wealth Management Investment Advisory, Inc. 144,469$8,365,0003.24%
Simplicity Solutions, LLC 2,166,390$125,434,0001.86%
AE Wealth Management LLC 2,212,817$128,122,0001.45%
BRYN MAWR TRUST Co 254,695$14,747,0000.62%
HARBOR INVESTMENT ADVISORY, LLC 66,552$3,853,0000.62%
NinePointTwo Capital LLC 22,780$1,319,0000.54%
TIAA, FSB 1,997,321$115,645,0000.43%
View complete list of ISHARES TR shareholders