OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$891,463
-24.2%
35,097
-21.5%
0.02%
-26.9%
Q2 2023$1,176,582
-5.5%
44,686
-1.4%
0.03%
-10.3%
Q1 2023$1,245,572
+8.4%
45,310
+7.1%
0.03%
-12.1%
Q4 2022$1,148,977
+13.8%
42,304
-5.7%
0.03%
-10.8%
Q3 2022$1,010,000
+15.6%
44,862
+39.5%
0.04%
-2.6%
Q2 2022$874,000
+46.6%
32,163
+71.3%
0.04%
+65.2%
Q1 2022$596,000
+75.8%
18,776
+72.7%
0.02%
+91.7%
Q4 2021$339,000
+2.4%
10,8730.0%0.01%
-7.7%
Q3 2021$331,000
-42.9%
10,873
-39.2%
0.01%
-45.8%
Q2 2021$580,000
+3.0%
17,8960.0%0.02%
-7.7%
Q1 2021$563,000
-24.5%
17,896
-25.8%
0.03%
-33.3%
Q4 2020$746,000
-49.4%
24,113
-58.8%
0.04%
-61.8%
Q3 2020$1,474,000
-24.6%
58,526
-22.5%
0.10%
-27.7%
Q2 2020$1,954,000
+19.0%
75,520
+4.9%
0.14%
-2.8%
Q1 2020$1,642,000
-50.9%
72,013
-27.7%
0.14%
-44.9%
Q4 2019$3,343,000
-12.3%
99,569
-19.7%
0.26%
-23.1%
Q3 2019$3,812,000
-3.8%
124,014
-0.4%
0.34%
-40.9%
Q1 2019$3,962,000
+12.7%
124,517
+1.6%
0.58%
-2.4%
Q4 2018$3,517,000
-8.4%
122,496
+4.1%
0.59%
-34.2%
Q3 2018$3,841,000
+3.8%
117,724
+2.0%
0.90%
+16.1%
Q2 2018$3,699,000
-1.1%
115,409
+1.8%
0.78%
-5.6%
Q1 2018$3,741,000
-1.0%
113,323
+1.3%
0.82%
+90.3%
Q4 2017$3,779,000
+8.3%
111,848
+4.9%
0.43%
-58.5%
Q2 2017$3,488,000106,6261.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders