OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 294 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,442,875
-5.8%
29,579
-4.8%
0.03%
-8.8%
Q2 2023$1,531,266
-24.5%
31,066
-25.0%
0.03%
-29.2%
Q1 2023$2,028,748
+4.8%
41,445
+1.8%
0.05%
-14.3%
Q4 2022$1,936,489
+12.7%
40,725
+14.6%
0.06%
-12.5%
Q3 2022$1,718,000
-7.2%
35,542
-4.4%
0.06%
-20.0%
Q2 2022$1,852,000
-7.4%
37,178
-3.1%
0.08%
+5.3%
Q1 2022$2,000,000
-13.5%
38,369
-9.5%
0.08%
-7.3%
Q4 2021$2,311,000
-15.7%
42,377
-15.0%
0.08%
-24.8%
Q3 2021$2,743,000
+1.9%
49,857
+2.0%
0.11%
-1.8%
Q2 2021$2,692,000
-3.8%
48,867
-4.2%
0.11%
-15.3%
Q1 2021$2,799,000
-1.6%
51,013
+0.8%
0.13%
-11.5%
Q4 2020$2,845,000
-53.3%
50,633
-53.8%
0.15%
-64.8%
Q3 2020$6,095,000
+14.6%
109,506
+14.6%
0.42%
+9.9%
Q2 2020$5,320,000
+11.7%
95,542
+9.7%
0.38%
-9.2%
Q1 2020$4,764,000
+47.8%
87,112
+48.1%
0.42%
+66.1%
Q4 2019$3,223,000
+12.1%
58,818
+14.2%
0.25%
-1.6%
Q3 2019$2,874,000
-8.5%
51,514
-10.7%
0.26%
+6.2%
Q2 2019$3,142,000
+10035.5%
57,692
+9898.6%
0.24%
+4760.0%
Q1 2019$31,000
+24.0%
577
+21.2%
0.01%
+25.0%
Q4 2018$25,0004760.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders