One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,507,984
-72.9%
113,792
-71.8%
0.56%
-71.4%
Q2 2023$9,244,899
+0.1%
403,707
+2.2%
1.95%
-8.7%
Q1 2023$9,236,629
+69.9%
395,065
+65.1%
2.13%
+71.8%
Q4 2022$5,436,996
-61.6%
239,304
-61.5%
1.24%
-73.2%
Q3 2022$14,152,000
+37.6%
621,783
+44.4%
4.63%
+68.1%
Q2 2022$10,288,000
-7.0%
430,460
-3.0%
2.76%
+1.8%
Q1 2022$11,057,000
+4.5%
443,879
+11.9%
2.71%
+0.9%
Q4 2021$10,583,000
+46.1%
396,663
+45.2%
2.68%
+26.4%
Q3 2021$7,245,000
-22.7%
273,092
-22.5%
2.12%
-28.4%
Q2 2021$9,367,000
+51.6%
352,159
+49.3%
2.97%
+25.3%
Q1 2021$6,177,000
+546.8%
235,864
+572.5%
2.37%
+356.3%
Q4 2020$955,000
+361.4%
35,074
+374.4%
0.52%
+262.9%
Q3 2020$207,000
-18.5%
7,394
-18.4%
0.14%
-29.2%
Q2 2020$254,000
-70.7%
9,061
-70.7%
0.20%
-76.5%
Q1 2020$868,00030,9740.86%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders