OneAscent Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OneAscent Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,198
+80.1%
43,663
+72.3%
0.83%
+15.5%
Q1 2023$1,776
-45.0%
25,343
-49.7%
0.72%
-47.4%
Q4 2022$3,227
-99.9%
50,383
-2.3%
1.37%
+12.6%
Q3 2022$3,069,000
+605.5%
51,564
+659.5%
1.22%
+518.3%
Q2 2022$435,0006,7890.20%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 783,407$46,628,0008.34%
Tower Wealth Partners, Inc. 125,758$8,018,0007.61%
Flagship Private Wealth, LLC 84,917$5,054,0005.22%
Drake & Associates, LLC 141,757$8,437,0004.80%
MY Wealth Management Inc. 54,212$3,227,0003.46%
Systelligence, LLC 157,467$9,372,0002.87%
USAdvisors Wealth Management, LLC 68,908$4,101,0002.10%
OneAscent Financial Services LLC 51,564$3,069,0001.22%
Barber Financial Group, Inc. 64,629$3,847,0001.12%
Bluesphere Advisors, LLC 18,485$1,100,0001.10%
View complete list of ISHARES TR shareholders