OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$987,713
+23.8%
13,673
+28.6%
0.02%
+16.7%
Q2 2023$797,720
+4.7%
10,636
-0.2%
0.02%0.0%
Q1 2023$761,913
+37.8%
10,655
+31.6%
0.02%
+12.5%
Q4 2022$552,928
-2.0%
8,096
-9.5%
0.02%
-23.8%
Q3 2022$564,000
-11.0%
8,942
-10.1%
0.02%
-22.2%
Q2 2022$634,000
-32.8%
9,942
-18.6%
0.03%
-25.0%
Q1 2022$944,000
-36.4%
12,215
-29.9%
0.04%
-32.1%
Q4 2021$1,485,000
+3.1%
17,422
-4.3%
0.05%
-7.0%
Q3 2021$1,441,000
-8.9%
18,197
-6.8%
0.06%
-12.3%
Q2 2021$1,581,000
+36.6%
19,530
+32.3%
0.06%
+20.4%
Q1 2021$1,157,000
+9.2%
14,766
+0.6%
0.05%
-1.8%
Q4 2020$1,060,000
+13.4%
14,672
+275.3%
0.06%
-15.4%
Q3 2020$935,000
-25.2%
3,909
-29.9%
0.06%
-27.8%
Q2 2020$1,250,000
-9.2%
5,580
-27.7%
0.09%
-26.2%
Q1 2020$1,377,000
+186.3%
7,717
+281.8%
0.12%
+221.1%
Q4 2019$481,000
+6.7%
2,021
+0.2%
0.04%
-5.0%
Q3 2019$451,000
-18.7%
2,016
-17.7%
0.04%
-7.0%
Q2 2019$555,000
+118.5%
2,451
+111.8%
0.04%
+16.2%
Q1 2019$254,000
+14.9%
1,157
+0.3%
0.04%0.0%
Q4 2018$221,000
-17.2%
1,154
+0.6%
0.04%
-41.3%
Q3 2018$267,000
+3.9%
1,147
+0.2%
0.06%
+16.7%
Q2 2018$257,000
+2.8%
1,1450.0%0.05%
-1.8%
Q1 2018$250,000
-12.0%
1,145
-13.1%
0.06%
+71.9%
Q4 2017$284,000
-30.2%
1,317
-34.6%
0.03%
-78.5%
Q3 2017$407,000
-16.3%
2,013
-18.6%
0.15%
+2.8%
Q2 2017$486,0002,4730.14%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders