OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 73 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$217,621
-2.5%
3,847
-7.5%
0.01%
-16.7%
Q4 2022$223,103
-17.7%
4,157
-20.2%
0.01%
-50.0%
Q2 2022$271,000
-15.6%
5,207
-1.1%
0.01%0.0%
Q1 2022$321,000
-22.8%
5,267
-19.2%
0.01%
-20.0%
Q4 2021$416,000
-3.0%
6,521
+1.9%
0.02%
-11.8%
Q3 2021$429,000
+7.8%
6,402
+6.7%
0.02%
+6.2%
Q2 2021$398,000
+36.8%
6,002
+37.1%
0.02%
+14.3%
Q1 2021$291,000
+3.2%
4,3780.0%0.01%
-6.7%
Q4 2020$282,000
+15.1%
4,378
+0.8%
0.02%
-11.8%
Q3 2020$245,000
+10.9%
4,343
+3.5%
0.02%
+6.2%
Q2 2020$221,000
+7.3%
4,197
+19.8%
0.02%
-66.7%
Q3 2018$206,0003,5030.05%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Alexandria Capital, LLC 106,667$5,090,0001.28%
ASSETMARK, INC 1,080,984$51,585,0000.96%
SUNTRUST BANKS INC 2,547,269$121,553,0000.75%
IFC Holdings Incorporated/FL 40,699$1,940,0000.26%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 174,447$8,325,0000.19%
NATIONAL PLANNING CORP 40,318$1,736,0000.14%
ENVESTNET ASSET MANAGEMENT INC 575,916$27,483,0000.12%
Portfolio Solutions, LLC 15,086$720,0000.12%
INVESTMENT CENTERS OF AMERICA INC 15,867$758,0000.10%
LAZARD ASSET MANAGEMENT LLC 752,547$35,911,0000.08%
View complete list of ISHARES TR shareholders