OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$633,521
-3.3%
11,552
+0.5%
0.01%0.0%
Q2 2023$654,820
-0.4%
11,498
+0.5%
0.01%
-6.7%
Q1 2023$657,123
+2.7%
11,444
+0.3%
0.02%
-21.1%
Q4 2022$640,01811,4060.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
NewFocus Financial Group, LLC 277,390$17,428,0005.13%
Towerpoint Wealth, LLC 116,937$7,347,0003.68%
MISSION WEALTH MANAGEMENT, LP 848,978$53,341,0003.34%
Epstein & White Financial LLC 147,045$9,238,0002.84%
PACIFIC CAPITAL WEALTH ADVISORS, INC 73,343$4,608,0002.62%
Miracle Mile Advisors, LLC 508,280$31,935,0001.96%
Blue Zone Wealth Advisors, LLC 62,653$3,936,0001.90%
Boltwood Capital Management 60,974$3,831,0001.86%
Omega Financial Group, LLC 53,689$3,373,0001.82%
Slow Capital, Inc. 114,464$7,192,0001.72%
View complete list of ISHARES TR shareholders