ONE Advisory Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
ONE Advisory Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$567,176
+42.5%
11,883
+50.9%
0.33%
+47.8%
Q2 2023$398,104
+0.9%
7,877
-0.1%
0.22%
-3.4%
Q1 2023$394,558
+9.2%
7,888
-1.2%
0.23%
+0.9%
Q4 2022$361,414
+14.4%
7,980
-4.7%
0.23%
+5.5%
Q3 2022$316,000
+50.5%
8,377
+70.1%
0.22%
+56.8%
Q2 2022$210,0004,9260.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 11,888$568,8435.80%
Arrow Investment Advisors, LLC 104,313$4,978,8603.98%
KM Capital Management Ltd. 73,283$3,497,7972.39%
One Wealth Advisors, LLC 144,524$6,898,1311.53%
Stelac Advisory Services LLC 58,807$2,807,9771.53%
Providence First Trust Co 55,482$2,648,1561.48%
Barry Investment Advisors, LLC 85,307$4,071,7481.47%
ShoreHaven Wealth Partners, LLC 36,100$1,723,0531.18%
Willis Johnson & Associates, Inc. 224,455$10,713,2501.10%
Palisades Hudson Asset Management, L.P. 41,597$1,9851.09%
View complete list of ISHARES TR shareholders