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Ishares Tr cmn shares owned by One Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cmn by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 23k 103.36
2025-06-30 $2.2M 22k 102.91
2025-03-31 $781k 7.5k 103.47
2022-12-31 $144k 1.5k 96.96
2022-09-30 $547k 5.7k 96.13

More positions owned by One Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Core Msci Emkt (IEMG)

View all positions for One Wealth Advisors

Top funds holding Ishares Tr cmn

BlackRock
Betterment
LPL Financial
Envestnet Asset Management
FMR
Comprehensive Portfolio Management
Modera Wealth Management
Morgan Stanley
Jpmorgan Chase & Co
3EDGE Asset Management
O'shaughnessy Asset Management
Wealthcare Advisory Partners
Dynasty Wealth Management
Quotient Wealth Partners
Partners Capital Investment Group

View all funds holding Ishares Tr cmn