OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 812 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 3.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$977,601
-7.6%
7,994
-4.1%
0.02%
-8.7%
Q2 2023$1,058,076
+0.0%
8,334
+1.8%
0.02%
-8.0%
Q1 2023$1,057,839
+0.4%
8,190
+2.1%
0.02%
-19.4%
Q4 2022$1,053,619
+36.8%
8,025
+22.0%
0.03%
+6.9%
Q3 2022$770,000
+46.1%
6,580
+46.9%
0.03%
+26.1%
Q2 2022$527,000
+15.6%
4,478
+28.1%
0.02%
+35.3%
Q1 2022$456,000
+6.3%
3,496
+24.3%
0.02%
+13.3%
Q4 2021$429,000
-9.7%
2,813
-4.3%
0.02%
-21.1%
Q3 2021$475,000
-4.4%
2,938
-3.3%
0.02%
-5.0%
Q2 2021$497,000
-3.7%
3,038
-11.3%
0.02%
-16.7%
Q1 2021$516,000
-7.0%
3,424
-6.5%
0.02%
-17.2%
Q4 2020$555,000
+55.5%
3,663
+38.9%
0.03%
+16.0%
Q3 2020$357,000
+6.2%
2,638
+7.5%
0.02%
+4.2%
Q2 2020$336,000
+68.0%
2,455
+32.1%
0.02%
+33.3%
Q1 2020$200,000
-25.9%
1,858
-17.0%
0.02%
-14.3%
Q4 2019$270,000
+22.2%
2,239
+0.8%
0.02%
+5.0%
Q3 2019$221,000
-45.0%
2,222
-39.7%
0.02%
-35.5%
Q2 2019$402,000
+132.4%
3,685
+138.0%
0.03%
+24.0%
Q1 2019$173,000
+26.3%
1,548
+9.3%
0.02%
+8.7%
Q4 2018$137,000
-19.4%
1,416
+1.3%
0.02%
-42.5%
Q3 2018$170,000
+5.6%
1,398
-5.0%
0.04%
+17.6%
Q2 2018$161,000
-29.1%
1,471
-30.8%
0.03%
-32.0%
Q1 2018$227,0000.0%2,1260.0%0.05%
+92.3%
Q4 2017$227,000
-4.2%
2,126
+199.9%
0.03%
-70.1%
Q3 2017$237,000
-66.9%
709
-69.3%
0.09%
-59.3%
Q2 2017$717,0002,3120.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Atom Investors LP 78,501$10,139,1895.52%
Bronte Capital Management Pty Ltd. 302,076$39,016,1364.53%
Michelson Medical Research Foundation, Inc. 43,395$5,604,8984.40%
Hackensack Meridian Health, Inc. 228,000$29,448,4804.26%
DAFNA Capital Management LLC 102,500$13,238,9003.97%
Richmond Brothers, Inc. 16,724$2,159,8563.64%
Alpha Family Trust 34,549$4,462,3493.53%
HANSEATIC MANAGEMENT SERVICES INC 11,897$1,5373.46%
PURSUE WEALTH PARTNERS LLC 37,789$4,880,8273.33%
Rye Brook Capital LLC 40,100$5,1793.17%
View complete list of ISHARES TR shareholders