OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 70 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 739.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$5,0000.0%2100.0%0.00%
-100.0%
Q1 2019$5,000
+25.0%
2100.0%0.00%0.0%
Q4 2018$4,000
-42.9%
2100.0%0.00%
-50.0%
Q3 2018$7,000
-12.5%
2100.0%0.00%0.0%
Q2 2018$8,000
+14.3%
2100.0%0.00%0.0%
Q1 2018$7,000
-12.5%
2100.0%0.00%
+100.0%
Q4 2017$8,000
+14.3%
2100.0%0.00%
-66.7%
Q3 2017$7,0000.0%2100.0%0.00%
+50.0%
Q2 2017$7,0002100.00%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Genesee Capital Advisors, LLC 199,908$4,805,7883.46%
MinichMacGregor Wealth Management, LLC 379,955$9,134,1183.02%
SPC Financial, Inc. 633,543$15,230,3741.71%
COTTONWOOD CAPITAL ADVISORS, LLC 71,703$1,723,7351.61%
Cadent Capital Advisors, LLC 151,757$3,648,2441.52%
Van Cleef Asset Management,Inc 185,741$4,465,2140.70%
Amica Retiree Medical Trust 14,930$3590.42%
Revisor Wealth Management LLC 20,667$496,8350.42%
Milestone Advisory Partners 18,677$448,9950.37%
AMICA MUTUAL INSURANCE CO 119,143$2,8640.34%
View complete list of ISHARES TR shareholders