Upper Left Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 93 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$389,319
-3.3%
10,474
+3.0%
0.40%
-9.4%
Q2 2023$402,433
+15.9%
10,165
+17.7%
0.45%
+13.5%
Q1 2023$347,334
-16.0%
8,638
-18.3%
0.39%
-19.4%
Q4 2022$413,698
+26.5%
10,567
+20.5%
0.49%
+15.1%
Q3 2022$327,000
-51.8%
8,769
-47.1%
0.42%
-45.9%
Q2 2022$678,000
+218.3%
16,582
+292.1%
0.78%
+268.5%
Q4 2021$213,0004,2290.21%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Wilshire Advisors LLC 100,183$5,144,00013.70%
Perella Weinberg Partners Capital Management LP 829,268$42,583,0006.48%
Checchi Capital Advisers, LLC 827,527$42,494,0004.21%
Inscription Capital, LLC 242,085$12,431,0003.90%
LEUTHOLD GROUP, LLC 392,144$20,137,0002.47%
Money Design Co.,Ltd. 455,703$23,400,0001.93%
Omega Financial Group, LLC 74,410$3,821,0001.82%
Financial Advisors Network, Inc. 154,051$7,864,0001.81%
Family Firm, Inc. 121,688$6,244,0001.64%
Financial Engines Advisors L.L.C. 10,316,051$529,729,0001.56%
View complete list of ISHARES TR shareholders