OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 107 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$287,000
-15.1%
12,2000.0%0.01%
-7.7%
Q1 2022$338,000
-4.0%
12,2000.0%0.01%
+8.3%
Q4 2021$352,000
-0.6%
12,2000.0%0.01%
-14.3%
Q3 2021$354,000
-3.5%
12,2000.0%0.01%
-6.7%
Q2 2021$367,000
+4.9%
12,2000.0%0.02%
-6.2%
Q1 2021$350,000
+5.4%
12,2000.0%0.02%
-5.9%
Q4 2020$332,000
+12.2%
12,2000.0%0.02%
-15.0%
Q3 2020$296,000
+5.7%
12,2000.0%0.02%0.0%
Q2 2020$280,000
+13.4%
12,2000.0%0.02%
-9.1%
Q1 2020$247,000
-25.2%
12,2000.0%0.02%
-15.4%
Q4 2019$330,000
+6.1%
12,2000.0%0.03%
-7.1%
Q3 2019$311,00012,2000.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 2,307,962$59,66114.36%
Strategic Financial Services, Inc, 6,256,905$161,740,99412.59%
MERIDIAN MANAGEMENT CO 1,416,426$36,614,60111.94%
Coulter & Justus Financial Services, LLC 515,480$13,325,1519.69%
Clearwater Capital Advisors, LLC 1,727,204$44,648,2245.47%
Arden Trust Co 883,139$22,829,1613.80%
Stokes Family Office, LLC 1,082,220$27,975,3903.28%
Wade Financial Advisory, Inc 265,912$6,873,8172.94%
Horizon Family Wealth, Inc. 111,259$2,876,0532.78%
Thrive Wealth Management, LLC 360,985$9,331,4562.48%
View complete list of ISHARES TR shareholders