OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,060,696
+7.3%
190,646
+7.3%
0.46%
+5.1%
Q2 2023$19,627,129
+11.3%
177,701
+11.3%
0.43%
+4.8%
Q1 2023$17,635,770
+28.1%
159,600
+27.4%
0.41%
+3.8%
Q4 2022$13,765,736
+178.0%
125,234
+178.3%
0.40%
+116.8%
Q3 2022$4,951,000
+304.8%
45,007
+305.3%
0.18%
+247.2%
Q2 2022$1,223,000
+7.0%
11,104
+7.2%
0.05%
+23.3%
Q1 2022$1,143,000
+28.3%
10,363
+28.4%
0.04%
+34.4%
Q4 2021$891,000
+1.0%
8,072
+1.2%
0.03%
-8.6%
Q3 2021$882,000
-3.7%
7,980
-3.8%
0.04%
-7.9%
Q2 2021$916,000
-0.2%
8,292
-0.2%
0.04%
-11.6%
Q1 2021$918,000
+2.6%
8,307
+2.6%
0.04%
-8.5%
Q4 2020$895,000
+86.1%
8,100
+86.3%
0.05%
+42.4%
Q3 2020$481,000
-89.7%
4,348
-89.6%
0.03%
-90.1%
Q2 2020$4,649,000
-17.6%
41,982
-17.4%
0.34%
-33.0%
Q1 2020$5,642,000
+133.1%
50,819
+132.0%
0.50%
+161.8%
Q4 2019$2,420,00021,9050.19%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders