OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 366 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$455,628
+65.3%
4,701
+66.4%
0.01%
+66.7%
Q2 2023$275,674
-17.9%
2,825
-16.5%
0.01%
-25.0%
Q1 2023$335,909
+14.1%
3,385
+11.5%
0.01%
-11.1%
Q4 2022$294,483
-31.5%
3,037
-32.1%
0.01%
-43.8%
Q3 2022$430,000
-25.7%
4,476
-21.6%
0.02%
-36.0%
Q2 2022$579,000
-7.2%
5,710
-4.0%
0.02%
+4.2%
Q1 2022$624,000
+10.4%
5,946
+11.5%
0.02%
+20.0%
Q4 2021$565,000
+35.5%
5,331
+34.9%
0.02%
+17.6%
Q3 2021$417,000
+97.6%
3,952
+98.7%
0.02%
+88.9%
Q2 2021$211,000
+37.9%
1,989
+28.3%
0.01%
-75.0%
Q3 2018$153,000
-1.3%
1,5500.0%0.04%
+9.1%
Q2 2018$155,0000.0%1,5500.0%0.03%
-2.9%
Q1 2018$155,000
+520.0%
1,550
+520.0%
0.03%
+1033.3%
Q4 2017$25,0000.0%2500.0%0.00%
-57.1%
Q2 2017$25,0002500.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders