OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 364 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$535,742
-43.8%
9,262
-39.6%
0.01%
-42.9%
Q2 2023$953,341
+4.3%
15,329
-8.8%
0.02%0.0%
Q1 2023$913,709
-73.3%
16,808
-78.0%
0.02%
-78.8%
Q4 2022$3,419,786
+159.9%
76,283
+144.5%
0.10%
+102.0%
Q3 2022$1,316,000
+452.9%
31,194
+2663.0%
0.05%
+157.9%
Q4 2019$238,000
-4.0%
1,129
-15.9%
0.02%
-13.6%
Q3 2019$248,000
+24.0%
1,342
+20.4%
0.02%
+46.7%
Q2 2019$200,0001,1150.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders