OneDigital Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$244,759
-34.9%
7,274
-31.3%
0.01%
-37.5%
Q2 2023$376,160
+16.7%
10,590
+11.7%
0.01%0.0%
Q1 2023$322,327
+39.3%
9,483
+34.8%
0.01%
+14.3%
Q4 2022$231,337
+1001.6%
7,036
+824.6%
0.01%
+250.0%
Q2 2019$21,0007610.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 142,803$4,8055.93%
Dunhill Financial, LLC 190,521$6,380,5364.02%
FLPUTNAM INVESTMENT MANAGEMENT CO 2,006,299$67,511,9591.87%
BLUESTEM FINANCIAL ADVISORS, LLC 84,959$2,858,8561.74%
WRAPMANAGER INC 147,970$4,979,1911.59%
IMPACTfolio, LLC 65,153$2,192,3981.58%
Laurel Wealth Planning LLC 41,861$1,4091.10%
HILL ISLAND FINANCIAL LLC 81,564$2,744,6281.09%
Parkside Advisors LLC 103,194$3,486,1051.08%
REGATTA CAPITAL GROUP, LLC 101,368$3,411,0481.08%
View complete list of ISHARES TR shareholders