OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. 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$768,303
-4.8%
8,611
+1.4%
0.02%
-5.6%
Q2 2023$807,124
+4.9%
8,488
+3.2%
0.02%0.0%
Q1 2023$769,489
+8.9%
8,222
+6.2%
0.02%
-10.0%
Q4 2022$706,633
+28.7%
7,739
+16.2%
0.02%0.0%
Q3 2022$549,000
-7.1%
6,660
+0.4%
0.02%
-20.0%
Q2 2022$591,000
+47.0%
6,635
+68.9%
0.02%
+66.7%
Q1 2022$402,000
-2.2%
3,929
-0.1%
0.02%0.0%
Q4 2021$411,000
+3.5%
3,932
-0.3%
0.02%
-6.2%
Q3 2021$397,000
-22.5%
3,945
-18.8%
0.02%
-23.8%
Q2 2021$512,000
+36.9%
4,857
+30.8%
0.02%
+23.5%
Q1 2021$374,000
+5.6%
3,713
-14.8%
0.02%
-5.6%
Q4 2020$354,000
+32.6%
4,358
+100.0%
0.02%0.0%
Q3 2020$267,000
+4.3%
2,179
+2.4%
0.02%0.0%
Q2 2020$256,000
+20.2%
2,128
-0.0%
0.02%
-5.3%
Q1 2020$213,000
-30.4%
2,129
+11.8%
0.02%
-20.8%
Q4 2019$306,000
+27.0%
1,905
+18.8%
0.02%
+9.1%
Q3 2019$241,000
+2.6%
1,603
+1.3%
0.02%
+22.2%
Q2 2019$235,000
+8.8%
1,583
+8.4%
0.02%
-43.8%
Q1 2019$216,000
+2300.0%
1,461
+2556.4%
0.03%
+1500.0%
Q3 2018$9,000
-60.9%
55
-61.3%
0.00%
-60.0%
Q2 2018$23,000
+187.5%
142
+158.2%
0.01%
+150.0%
Q1 2018$8,0000.0%550.0%0.00%
+100.0%
Q4 2017$8,0000.0%550.0%0.00%
-50.0%
Q2 2017$8,000550.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders