OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,445,835
+114.7%
30,451
+118.6%
0.08%
+108.3%
Q2 2023$1,605,226
+287.1%
13,927
+295.1%
0.04%
+260.0%
Q1 2023$414,716
+30.3%
3,525
+27.2%
0.01%
+11.1%
Q4 2022$318,360
-38.8%
2,771
-39.1%
0.01%
-52.6%
Q3 2022$520,000
+133.2%
4,551
+143.5%
0.02%
+90.0%
Q2 2022$223,000
-3.9%
1,869
-1.7%
0.01%
+11.1%
Q1 2022$232,000
+8.9%
1,901
+14.6%
0.01%
+12.5%
Q4 2021$213,000
-14.1%
1,659
-13.1%
0.01%
-20.0%
Q3 2021$248,000
+6.4%
1,909
+6.9%
0.01%0.0%
Q2 2021$233,000
-10.4%
1,785
-10.8%
0.01%
-16.7%
Q1 2021$260,000
-8.1%
2,000
-6.1%
0.01%
-20.0%
Q4 2020$283,000
+16.9%
2,131
+17.9%
0.02%
-11.8%
Q3 2020$242,000
+10.5%
1,808
+10.3%
0.02%
+6.2%
Q2 2020$219,000
+1.4%
1,639
+1.0%
0.02%
-15.8%
Q1 2020$216,000
+1700.0%
1,623
+1539.4%
0.02%
+533.3%
Q3 2018$12,000
-95.8%
99
-95.8%
0.00%
-90.9%
Q4 2017$285,000
+28400.0%
2,333
+46560.0%
0.03%
Q3 2017$1,00050.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 950,466$116,004,00017.42%
Alhambra Investment Management LLC 158,275$19,317,00012.78%
Gould Capital, LLC 100,344$12,247,0008.80%
Rain Capital Management, LLC 77,105$9,410,0008.26%
Schoolcraft Capital LLC 213,138$26,013,5218.01%
SNS Financial Group, LLC 588,278$71,799,0007.97%
Kensington Asset Management, LLC 368,900$45,024,2457.85%
SBB Research Group LLC 282,035$34,422,0007.43%
Counterpoint Mutual Funds LLC 78,126$9,535,0007.36%
PROFFITT & GOODSON INC 314,261$38,356,0006.96%
View complete list of ISHARES TR shareholders