OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 227 filers reported holding ISHARES TR in Q2 2022. 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
Q4 2022$383,175
-37.5%
3,740
-37.9%
0.01%
-52.2%
Q3 2022$613,000
-41.8%
6,027
-39.6%
0.02%
-48.9%
Q2 2022$1,054,000
-2.3%
9,983
+0.4%
0.04%
+9.8%
Q1 2022$1,079,000
-4.4%
9,944
+0.2%
0.04%
+2.5%
Q4 2021$1,129,0009,9210.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hilton Capital Management, LLC 493,685$54,750,0009.56%
Towercrest Capital Management 94,005$10,425,0007.99%
Bangor Savings Bank 289,976$32,158,0006.58%
NORTHWEST INVESTMENT COUNSELORS, LLC 135,724$15,052,0006.51%
Strategic Financial Services, Inc, 256,808$28,480,0004.70%
FIDUCIARY TRUST CO 1,016,235$112,701,0003.47%
Legacy Private Trust Co. 253,809$28,147,0003.43%
Hugh Johnson Advisors LLC 83,871$9,301,0002.79%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 250,252$27,753,0002.24%
FARMERS & MERCHANTS INVESTMENTS INC 234,324$25,987,0002.05%
View complete list of ISHARES TR shareholders