LAKE STREET ADVISORS GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 98 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LAKE STREET ADVISORS GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$421,000
-43.4%
19,470
-20.9%
0.05%
-28.8%
Q4 2019$744,000
+373.9%
24,619
+3.3%
0.07%
+329.4%
Q3 2019$157,000
-77.5%
23,835
+1.6%
0.02%
-77.0%
Q2 2019$699,000
-0.9%
23,452
+1.1%
0.07%0.0%
Q1 2019$705,000
+13.2%
23,197
+0.7%
0.07%
-2.6%
Q4 2018$623,000
+1.3%
23,037
+7.3%
0.08%
+11.8%
Q3 2018$615,000
-1.9%
21,4770.0%0.07%
+7.9%
Q2 2018$627,000
+10.8%
21,477
+12.7%
0.06%
-1.6%
Q1 2018$566,000
-3.6%
19,053
-2.6%
0.06%
-3.0%
Q4 2017$587,00019,5670.07%
Other shareholders
ISHARES TR shareholders Q4 2018
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