One Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
One Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,336,999
-5.3%
36,540
+1.2%
0.30%0.0%
Q2 2023$1,411,257
+10.9%
36,112
+5.9%
0.30%
+1.0%
Q1 2023$1,272,313
+2.0%
34,092
-0.9%
0.29%
+3.2%
Q4 2022$1,247,090
-31.1%
34,393
-35.3%
0.28%
-41.1%
Q2 2022$1,809,00053,1540.48%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders