Upper Left Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 209 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$215,000
-9.7%
1,921
-4.6%
0.22%
-6.3%
Q4 2021$238,0002,0140.24%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 38,992$3,420,0002.01%
Sage Investment Advisers LLC 12,009$1,053,0001.66%
Kalos Management, Inc. 5,833$539,0001.33%
Vahanian & Associates Financial Planning Inc. 4,195$368,0001.27%
Townsend & Associates, Inc 29,179$2,728,0001.26%
Mathes Company, Inc. 17,000$1,491,0000.83%
Mine & Arao Wealth Creation & Management, LLC. 11,273$989,0000.73%
Ballew Advisors, Inc 9,085$803,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 8,121$712,0000.68%
Savant Capital, LLC 173,989$15,259,0000.48%
View complete list of ISHARES TR shareholders