OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$322,838
-7.8%
15,2500.0%0.01%
-12.5%
Q2 2023$350,288
+0.7%
15,250
+0.5%
0.01%0.0%
Q1 2023$347,964
+12.2%
15,175
+11.2%
0.01%
-11.1%
Q4 2022$309,992
-35.3%
13,650
-21.9%
0.01%
-52.6%
Q3 2021$479,000
-5.9%
17,483
-4.8%
0.02%
-9.5%
Q2 2021$509,000
-8.3%
18,360
-15.7%
0.02%
-19.2%
Q1 2021$555,000
+18.8%
21,767
+11.5%
0.03%
+8.3%
Q4 2020$467,000
+57.2%
19,526
+38.2%
0.02%
+14.3%
Q3 2020$297,000
+3.8%
14,126
+3.1%
0.02%0.0%
Q2 2020$286,000
+33.6%
13,707
+22.7%
0.02%
+10.5%
Q1 2020$214,000
+970.0%
11,169
+1360.0%
0.02%
+850.0%
Q2 2019$20,0000.0%765
+3.1%
0.00%
-33.3%
Q1 2019$20,000
+33.3%
742
+18.3%
0.00%0.0%
Q4 2018$15,000
-16.7%
627
-11.4%
0.00%
+50.0%
Q4 2017$18,0007080.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders