One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 295 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$254,432
-23.2%
3,332
-26.9%
0.05%
-28.9%
Q1 2023$331,147
-82.0%
4,560
-82.8%
0.08%
-81.9%
Q4 2022$1,837,205
+8.1%
26,446
+7.3%
0.42%
-24.5%
Q3 2022$1,699,000
-21.4%
24,653
-20.9%
0.56%
-4.0%
Q2 2022$2,162,000
+447.3%
31,174
+557.0%
0.58%
+496.9%
Q1 2022$395,0004,7450.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders