ONE Advisory Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ONE Advisory Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$469,547
+91.3%
5,697
+97.3%
0.27%
+98.6%
Q2 2023$245,451
+3.0%
2,888
+1.0%
0.14%
-1.4%
Q1 2023$238,326
-4.3%
2,859
-2.5%
0.14%
-11.9%
Q4 2022$248,953
+19.1%
2,933
+5.5%
0.16%
+10.4%
Q3 2022$209,0002,7790.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Trident Investment Management, LLC 37,873$2,811,00011.68%
FCA CORP /TX 37,215$2,762,0001.73%
Kingfisher Capital LLC 32,775$2,432,0001.33%
EXENCIAL WEALTH ADVISORS, LLC 16,087$1,277,0000.63%
Financial Architects, Inc 11,025$820,0000.60%
Stearns Financial Services Group 14,047$1,042,0000.47%
East Coast Asset Management, LLC. 11,513$854,0000.46%
NORTHERN CAPITAL MANAGEMENT LLC 7,210$535,0000.33%
Estate Counselors, LLC 8,650$649,0000.33%
Kistler-Tiffany Companies, LLC 3,666$272,0000.23%
View complete list of ISHARES TR shareholders