OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$673,609
-5.7%
13,200
-1.6%
0.02%
-6.2%
Q2 2023$714,240
-19.7%
13,410
-19.3%
0.02%
-23.8%
Q1 2023$889,250
+1.0%
16,618
-1.1%
0.02%
-19.2%
Q4 2022$880,388
+15.2%
16,801
+11.2%
0.03%
-7.1%
Q3 2022$764,000
-3.7%
15,109
+0.2%
0.03%
-17.6%
Q2 2022$793,000
+1.8%
15,078
+5.6%
0.03%
+17.2%
Q1 2022$779,000
+8.0%
14,279
+14.7%
0.03%
+11.5%
Q4 2021$721,000
+16.9%
12,446
+16.7%
0.03%
+8.3%
Q3 2021$617,000
+1.5%
10,669
+2.6%
0.02%
-4.0%
Q2 2021$608,000
+1.0%
10,398
-0.4%
0.02%
-10.7%
Q1 2021$602,000
+20.9%
10,442
+22.1%
0.03%
+7.7%
Q4 2020$498,000
+1.6%
8,551
+0.2%
0.03%
-23.5%
Q3 2020$490,000
+6.3%
8,530
+6.3%
0.03%
+3.0%
Q2 2020$461,000
-10.0%
8,021
-11.4%
0.03%
-26.7%
Q1 2020$512,000
+1.8%
9,058
+2.6%
0.04%
+12.5%
Q4 2019$503,000
+1.2%
8,825
+1.5%
0.04%
-11.1%
Q3 2019$497,000
-43.3%
8,691
-43.7%
0.04%
-33.8%
Q2 2019$876,000
+201.0%
15,424
+196.2%
0.07%
+58.1%
Q1 2019$291,000
+429.1%
5,208
+418.7%
0.04%
+377.8%
Q4 2018$55,0001,0040.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Midwest Professional Planners, LTD. 7,265$3,932,0002.77%
Bouchey Financial Group Ltd 101,549$5,834,0001.13%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,234,0000.93%
ARROW FINANCIAL CORP 75,820$4,355,0000.92%
MIRSKY FINANCIAL MANAGEMENT CORP. 17,325$995,0000.56%
Bell Rock Capital LLC 7,481$430,0000.52%
AllSquare Wealth Management LLC 10,831$622,0000.45%
Israel Discount Bank of New York 7,225$415,0000.27%
W.G. Shaheen & Associates DBA Whitney & Co 20,579$1,182,0000.22%
Eagle Ridge Investment Management 27,343$1,571,0000.22%
View complete list of ISHARES TR shareholders