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 ↓
Chandler Asset Management, Inc. 248,601$5,578,606,0001.58%
MARYLAND CAPITAL ADVISORS INC. 50,936$1,143,0001.21%
CASTLE WEALTH MANAGEMENT LLC 83,835$1,881,0001.09%
Old Port Advisors 125,108$2,756,0001.07%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 580,769$13,032,0000.97%
Upper Left Wealth Management, LLC 27,896$626,0000.72%
Family Firm, Inc. 85,515$1,919,0000.56%
AGILIS PARTNERS LLC 40,333$905,0000.56%
COURIER CAPITAL LLC 121,973$2,737,0000.32%
TBH Global Asset Management, LLC 22,658$508,0000.12%
View complete list of ISHARES TR shareholders