BlueSky Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BlueSky Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$655,000
+11.8%
30,296
+54.7%
0.24%
+25.5%
Q4 2019$586,000
-0.5%
19,588
-1.0%
0.19%
-5.4%
Q3 2019$589,000
-2.3%
19,789
-2.2%
0.20%
-5.6%
Q2 2019$603,000
-18.2%
20,224
-18.0%
0.22%
-19.2%
Q1 2019$737,000
+3.8%
24,651
-0.7%
0.27%
-4.3%
Q4 2018$710,000
+62.8%
24,816
+58.7%
0.28%
+68.5%
Q3 2018$436,000
-4.4%
15,6390.0%0.16%
-5.2%
Q2 2018$456,000
-9.3%
15,639
-7.6%
0.17%
-9.8%
Q1 2018$503,000
-1.0%
16,9250.0%0.19%
-8.1%
Q4 2017$508,000
+6.1%
16,925
+3.0%
0.21%
+1.4%
Q3 2017$479,000
+1.9%
16,435
-0.4%
0.21%
-4.6%
Q2 2017$470,000
+3.8%
16,5040.0%0.22%
+0.5%
Q1 2017$453,000
-7.2%
16,504
-11.0%
0.22%
-9.6%
Q4 2016$488,00018,5530.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 66,657$1,403,7961.66%
Chandler Asset Management, Inc. 264,322$5,0331.45%
Old Port Advisors 119,752$2,521,9780.95%
MARYLAND CAPITAL ADVISORS INC. 47,333$996,8330.93%
Running Point Capital Advisors, LLC 56,104$1,181,5500.73%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 373,695$7,870,0190.56%
Family Firm, Inc. 89,319$1,881,0530.55%
AWM CAPITAL, LLC 70,208$1,478,5800.50%
AGILIS PARTNERS LLC 46,385$9770.45%
Financial Alternatives, Inc 17,124$360,6310.36%
View complete list of ISHARES TR shareholders