Upper Left Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 63 filers reported holding ISHARES TR in Q2 2022. 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
Q3 2023$1,255,796
-5.1%
66,199
-0.7%
1.31%
-11.2%
Q2 2023$1,323,436
+4.4%
66,655
+9.0%
1.47%
+2.2%
Q1 2023$1,267,163
-9.7%
61,127
-8.3%
1.44%
-13.3%
Q4 2022$1,403,796
+128.3%
66,657
+109.6%
1.66%
+107.6%
Q3 2022$615,000
-1.8%
31,807
+14.0%
0.80%
+10.2%
Q2 2022$626,000
-17.4%
27,896
+1.5%
0.72%
-7.6%
Q1 2022$758,000
-5.4%
27,479
-2.2%
0.78%
-1.9%
Q4 2021$801,00028,0890.80%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 248,601$5,578,606,0001.58%
MARYLAND CAPITAL ADVISORS INC. 50,936$1,143,0001.21%
CASTLE WEALTH MANAGEMENT LLC 83,835$1,881,0001.09%
Old Port Advisors 125,108$2,756,0001.07%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 580,769$13,032,0000.97%
Upper Left Wealth Management, LLC 27,896$626,0000.72%
Family Firm, Inc. 85,515$1,919,0000.56%
AGILIS PARTNERS LLC 40,333$905,0000.56%
COURIER CAPITAL LLC 121,973$2,737,0000.32%
TBH Global Asset Management, LLC 22,658$508,0000.12%
View complete list of ISHARES TR shareholders