OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,382,240
+10.7%
111,967
+15.4%
0.12%
+8.3%
Q2 2023$4,859,903
+11.4%
97,023
+12.7%
0.11%
+5.9%
Q1 2023$4,361,890
+23.2%
86,101
+19.5%
0.10%
-1.0%
Q4 2022$3,539,871
+666.2%
72,080
+648.9%
0.10%
+505.9%
Q3 2022$462,000
+78.4%
9,625
+121.7%
0.02%
+88.9%
Q4 2021$259,000
+8.4%
4,342
+9.3%
0.01%0.0%
Q3 2021$239,0003,9720.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders