OneDigital Investment Advisors LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 323 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$865,841
-4.3%
17,355
-4.7%
0.02%
-5.0%
Q2 2023$905,138
+0.4%
18,205
+0.1%
0.02%
-4.8%
Q1 2023$901,786
+0.7%
18,181
+0.1%
0.02%
-19.2%
Q4 2022$895,172
-11.0%
18,169
-11.0%
0.03%
-29.7%
Q3 2022$1,006,000
+0.2%
20,420
+0.1%
0.04%
-14.0%
Q2 2022$1,004,000
-0.6%
20,391
+0.1%
0.04%
+13.2%
Q1 2022$1,010,000
-8.7%
20,376
-7.9%
0.04%
-2.6%
Q4 2021$1,106,000
-7.4%
22,125
-7.1%
0.04%
-17.0%
Q3 2021$1,194,000
-2.5%
23,814
-2.4%
0.05%
-6.0%
Q2 2021$1,225,000
-3.5%
24,402
-3.5%
0.05%
-15.3%
Q1 2021$1,270,000
-3.7%
25,299
-3.8%
0.06%
-14.5%
Q4 2020$1,319,000
+6.3%
26,287
+6.2%
0.07%
-19.8%
Q3 2020$1,241,000
+1.1%
24,764
+0.9%
0.09%
-2.3%
Q2 2020$1,228,000
+7.2%
24,538
+4.9%
0.09%
-13.7%
Q1 2020$1,146,000
-49.0%
23,396
-47.7%
0.10%
-42.4%
Q4 2019$2,246,000
-1.4%
44,709
-1.2%
0.18%
-13.2%
Q3 2019$2,277,000
+18.5%
45,243
+18.1%
0.20%
-27.4%
Q1 2019$1,922,000
-15.0%
38,305
-15.5%
0.28%
-26.2%
Q4 2018$2,260,000
+23.9%
45,346
+24.8%
0.38%
-11.0%
Q3 2018$1,824,000
+78.0%
36,343
+77.9%
0.43%
+99.1%
Q2 2018$1,025,000
+197.1%
20,425
+196.6%
0.22%
+182.9%
Q1 2018$345,000
+245.0%
6,887
+245.2%
0.08%
+590.9%
Q4 2017$100,0001,9950.01%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders