OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 2020. 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
Q1 2022$212,000
-8.2%
3,146
-3.3%
0.01%0.0%
Q4 2021$231,000
+6.9%
3,254
+0.1%
0.01%
-11.1%
Q3 2021$216,000
-0.9%
3,2500.0%0.01%0.0%
Q2 2021$218,000
-59.1%
3,250
+53.4%
0.01%
-64.0%
Q1 2021$533,000
+4.9%
2,119
-2.4%
0.02%
-3.8%
Q4 2020$508,000
+24.8%
2,170
+6.7%
0.03%
-7.1%
Q3 2020$407,000
+89.3%
2,033
+74.2%
0.03%
+86.7%
Q2 2020$215,000
+150.0%
1,167
+162.8%
0.02%
+114.3%
Q2 2019$86,000
+3.6%
4440.0%0.01%
-41.7%
Q1 2019$83,000
+16.9%
444
+0.5%
0.01%0.0%
Q4 2018$71,000
-14.5%
442
+0.9%
0.01%
-36.8%
Q3 2018$83,000
+3.8%
438
+0.5%
0.02%
+11.8%
Q2 2018$80,000
+1.3%
4360.0%0.02%0.0%
Q1 2018$79,000
-2.5%
436
+0.2%
0.02%
+88.9%
Q4 2017$81,000
+8.0%
435
+0.7%
0.01%
-67.9%
Q3 2017$75,000
+2.7%
432
+0.5%
0.03%
+27.3%
Q2 2017$73,0004300.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
WESPAC Advisors, LLC 13,263$2,048,0002.31%
Threshold Group LLC 6,837$1,056,0001.02%
Greenwich Wealth Management LLC 32,958$5,089,0000.90%
WINTRUST INVESTMENTS LLC 6,739$1,041,0000.48%
PARSONS CAPITAL MANAGEMENT INC/RI 22,725$3,509,0000.47%
Summit Asset Management, LLC 4,658$719,0000.44%
Geneos Wealth Management Inc. 15,478$2,390,0000.32%
Liberty Capital Management, Inc. 2,550$389,0000.25%
Ironwood Financial, llc 1,926$297,0000.21%
LADENBURG THALMANN FINANCIAL SERVICES INC. 84,813$13,098,0000.20%
View complete list of ISHARES TR shareholders