OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. 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
Q3 2021$209,000
-0.5%
7,9890.0%0.01%
-11.1%
Q2 2021$210,0000.0%7,9890.0%0.01%
-10.0%
Q1 2021$210,000
-0.5%
7,9890.0%0.01%
-9.1%
Q4 2020$211,0000.0%7,9890.0%0.01%
-26.7%
Q3 2020$211,000
-0.5%
7,9890.0%0.02%0.0%
Q2 2020$212,000
+1.0%
7,9890.0%0.02%
-21.1%
Q1 2020$210,000
+0.5%
7,9890.0%0.02%
+18.8%
Q4 2019$209,000
-49.6%
7,989
-49.7%
0.02%
-56.8%
Q3 2019$415,000
+18.2%
15,875
+16.9%
0.04%
-27.5%
Q1 2019$351,000
+0.9%
13,5760.0%0.05%
-13.6%
Q4 2018$348,000
+140.0%
13,576
+138.6%
0.06%
+73.5%
Q3 2018$145,0000.0%5,6900.0%0.03%
+13.3%
Q2 2018$145,0000.0%5,6900.0%0.03%
-6.2%
Q1 2018$145,000
-0.7%
5,6900.0%0.03%
+88.2%
Q4 2017$146,0005,6900.02%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Gateway Advisory, LLC 213,809$5,546,0001.44%
Fusion Family Wealth LLC 199,246$5,168,0001.43%
MANAGED ACCOUNT SERVICES INC 61,326$1,587,0000.89%
Paulson Wealth Management Inc. 31,732$823,0000.62%
Ferris Capital, LLC 63,169$1,639,0000.60%
Fieldpoint Private Securities, LLC 54,850$1,423,0000.59%
AllSquare Wealth Management LLC 29,290$760,0000.57%
LEAVELL INVESTMENT MANAGEMENT, INC. 181,970$4,720,0000.53%
Guidance Point Advisors, LLC 33,149$859,0000.51%
Roof Eidam Maycock Peralta, LLC 45,575$1,182,0000.47%
View complete list of ISHARES TR shareholders