Wealthstreet Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 66 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthstreet Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$867,000
+1.5%
31,4500.0%0.08%
-1.2%
Q4 2020$854,000
+13.4%
31,4500.0%0.09%
+2.4%
Q3 2020$753,000
+3.3%
31,4500.0%0.08%
-5.6%
Q2 2020$729,000
+16.6%
31,450
+8.8%
0.09%
-3.3%
Q1 2020$625,000
-28.5%
28,900
-0.1%
0.09%
-9.8%
Q4 2019$874,000
+30.6%
28,940
+31.9%
0.10%
+20.0%
Q3 2019$669,000
+73.3%
21,940
+69.6%
0.08%
+70.0%
Q2 2019$386,000
-1.8%
12,9400.0%0.05%
-3.8%
Q1 2019$393,000
+4.2%
12,9400.0%0.05%
-1.9%
Q4 2018$377,000
-8.9%
12,940
-10.4%
0.05%
+3.9%
Q3 2018$414,000
-3.7%
14,440
-2.0%
0.05%
-10.5%
Q2 2018$430,000
-1.8%
14,7400.0%0.06%
+3.6%
Q1 2018$438,000
-0.9%
14,7400.0%0.06%
+1.9%
Q4 2017$442,00014,7400.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 254,691$6,925,048,0001.71%
Old Port Advisors 115,528$3,186,0001.08%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 600,077$16,316,0001.08%
Upper Left Wealth Management, LLC 27,479$758,0000.78%
Family Firm, Inc. 84,704$2,303,0000.60%
AGILIS PARTNERS LLC 40,333$1,097,0000.55%
COURIER CAPITAL LLC 117,813$3,203,0000.32%
TBH Global Asset Management, LLC 22,956$624,0000.13%
MARYLAND CAPITAL ADVISORS INC. 4,975$135,0000.12%
CAPITAL INSIGHT PARTNERS, LLC 16,868$459,0000.09%
View complete list of ISHARES TR shareholders