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OEF
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Position history for OneDigital Investment Advisors LLC's holdings in ISHARES TR

OneDigital Investment Advisors LLC holds 163,435 shares of OEF (ISHARES TR), worth $52M as of 2026-Q1. The position was decreased (-70.7% shares). OEF represents 0.5% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$52M

Current Shares

163,435

Total Value Change

+$18.1M

Total Shares Change

+35,202

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
163,435
-70.7%
$52M0.5%$333.33
0
2025-Q4
Increased
556,996
+2.6%
$191M1.9%$345.09
49
2025-Q3
Increased
542,764
+53.9%
$180.7M1.9%$330.62
67
2025-Q2
Increased
352,669
+29.6%
$107.3M1.2%$301.70
60
2025-Q1
Increased
272,016
+113.7%
$73.7M0.9%$267.39
67
2024-Q4
Decreased
127,307
-4.5%
$36.8M0.4%$287.85
0
2024-Q3
Increased
133,267
+3.9%
$36.9M0.4%$272.22
36
2024-Q2
Increased
128,233
+6.4%
$33.9M0.4%$260.49
37

Other major holders of OEF: M&T BANK CORP, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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