FINANCIAL LIFE ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 58 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FINANCIAL LIFE ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$249,000
-7.8%
5,1910.0%0.12%
-0.8%
Q2 2022$270,000
-14.6%
5,1910.0%0.13%
-3.8%
Q1 2022$316,000
-4.5%
5,1910.0%0.13%
+0.8%
Q4 2021$331,000
-4.9%
5,1910.0%0.13%
-11.0%
Q3 2021$348,000
+1.2%
5,1910.0%0.15%
-1.4%
Q2 2021$344,000
-3.4%
5,191
-3.0%
0.15%
-10.8%
Q1 2021$356,000
+3.5%
5,3500.0%0.17%
-6.7%
Q4 2020$344,000
+14.3%
5,3500.0%0.18%
+12.7%
Q3 2020$301,000
-9.1%
5,350
-5.6%
0.16%
-21.4%
Q4 2019$331,000
+7.1%
5,666
+3.1%
0.20%
+2.6%
Q3 2019$309,000
+1.0%
5,4970.0%0.20%
-3.4%
Q2 2019$306,000
+3.4%
5,497
+3.2%
0.20%
-0.5%
Q1 2019$296,000
-27.6%
5,329
-34.1%
0.20%
-35.4%
Q4 2018$409,000
-22.1%
8,089
-9.2%
0.32%
-17.9%
Q3 2018$525,000
+4.0%
8,911
+1.7%
0.38%
-7.0%
Q2 2018$505,000
-11.9%
8,760
-10.2%
0.41%
-21.1%
Q1 2018$573,000
+0.2%
9,759
+1.7%
0.52%
+13.6%
Q4 2017$572,0009,5980.46%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Alexandria Capital, LLC 106,667$5,090,0001.28%
ASSETMARK, INC 1,080,984$51,585,0000.96%
SUNTRUST BANKS INC 2,547,269$121,553,0000.75%
IFC Holdings Incorporated/FL 40,699$1,940,0000.26%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 174,447$8,325,0000.19%
NATIONAL PLANNING CORP 40,318$1,736,0000.14%
ENVESTNET ASSET MANAGEMENT INC 575,916$27,483,0000.12%
Portfolio Solutions, LLC 15,086$720,0000.12%
INVESTMENT CENTERS OF AMERICA INC 15,867$758,0000.10%
LAZARD ASSET MANAGEMENT LLC 752,547$35,911,0000.08%
View complete list of ISHARES TR shareholders