LAKE STREET ADVISORS GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 101 filers reported holding ISHARES TR in Q1 2019. 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 Q1 2019
NameSharesValueWeighting ↓
INTEGRATED WEALTH COUNSEL, LLC 274,275$7,682,00012.86%
Trust Co 211,474$5,923,0003.36%
Madrona Financial Services, LLC 104,386$2,924,0003.16%
Emery Howard Portfolio Management, Inc. 260,715$7,303,0002.00%
Bellecapital International Ltd. 46,824$1,312,0001.94%
STERLING INVESTMENT ADVISORS LLC /ADV 53,047$1,486,0001.70%
ASPIRIANT, LLC 275,444$7,715,0000.64%
COURIER CAPITAL LLC 101,632$2,847,0000.63%
MILLIE CAPITAL MANAGEMENT, LLC 20,515$575,0000.52%
Parkside Financial Bank & Trust 16,011$448,0000.26%
View complete list of ISHARES TR shareholders