OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$557,891
-20.1%
8,070
-15.8%
0.01%
-20.0%
Q2 2023$698,663
-1.0%
9,580
-2.5%
0.02%
-11.8%
Q1 2023$705,625
+111.7%
9,822
+93.7%
0.02%
+70.0%
Q4 2022$333,335
-32.2%
5,070
-42.2%
0.01%
-44.4%
Q3 2022$492,000
+132.1%
8,773
+205.1%
0.02%
+125.0%
Q1 2022$212,000
-7.0%
2,875
+0.1%
0.01%0.0%
Q4 2021$228,000
+208.1%
2,872
+149.3%
0.01%
+33.3%
Q2 2019$74,000
+29.8%
1,152
+28.0%
0.01%
-25.0%
Q1 2019$57,0009000.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders