Running Point Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 61 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Running Point Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,061,618
-3.8%
55,963
+0.7%
0.62%
-0.3%
Q2 2023$1,103,799
-4.1%
55,593
+0.2%
0.62%
-11.3%
Q1 2023$1,150,639
-2.6%
55,506
-1.1%
0.70%
-4.0%
Q4 2022$1,181,550
+54.0%
56,104
+39.2%
0.73%
+42.9%
Q3 2022$767,00040,3050.51%
Other shareholders
ISHARES TR shareholders Q1 2023
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