OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$787,129
-4.1%
7,534
-0.6%
0.02%
-5.6%
Q2 2023$820,792
+8.5%
7,577
+0.3%
0.02%0.0%
Q1 2023$756,276
+7.3%
7,557
+0.2%
0.02%
-10.0%
Q4 2022$705,018
+7.5%
7,544
+0.9%
0.02%
-16.7%
Q3 2022$656,000
+1829.4%
7,475
+3122.0%
0.02%
+700.0%
Q2 2019$34,000
+3.0%
232
+0.4%
0.00%
-40.0%
Q1 2019$33,000
+13.8%
231
+0.4%
0.01%0.0%
Q4 2018$29,000
-12.1%
230
+0.9%
0.01%
-37.5%
Q3 2018$33,000
+6.5%
228
+0.4%
0.01%
+14.3%
Q2 2018$31,000
+3.3%
2270.0%0.01%0.0%
Q1 2018$30,000
-64.3%
227
-63.7%
0.01%
-30.0%
Q4 2017$84,0006260.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,809$6,036,0003.35%
Savant Capital, LLC 112,248$17,919,0002.20%
TrinityPoint Wealth, LLC 16,006$2,555,0000.86%
TimeScale Financial, Inc. 16,429$2,622,0000.78%
Mine & Arao Wealth Creation & Management, LLC. 5,200$830,0000.78%
Mathes Company, Inc. 9,975$1,592,0000.74%
First Heartland Consultants, Inc. 21,220$3,388,0000.67%
IBEX WEALTH ADVISORS 12,888$2,057,0000.63%
Ballew Advisors, Inc 4,540$735,0000.63%
GenWealth Group, Inc. 9,736$1,554,0000.60%
View complete list of ISHARES TR shareholders