ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 82 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,867,000 | -22.4% | 132,629 | +8.4% | 2.65% | -6.7% |
| Q4 2019 | $3,695,000 | +4.6% | 122,362 | +2.8% | 2.84% | +1.4% |
| Q3 2019 | $3,531,000 | +1.0% | 119,023 | +1.5% | 2.80% | +0.6% |
| Q2 2019 | $3,495,000 | -1.6% | 117,234 | +0.3% | 2.78% | -4.0% |
| Q1 2019 | $3,552,000 | +11.0% | 116,843 | -1.3% | 2.90% | +2.0% |
| Q4 2018 | $3,200,000 | -2.6% | 118,375 | +3.2% | 2.84% | +6.0% |
| Q3 2018 | $3,286,000 | +0.2% | 114,700 | +2.1% | 2.68% | -3.0% |
| Q2 2018 | $3,278,000 | -4.1% | 112,320 | -2.3% | 2.77% | -1.9% |
| Q1 2018 | $3,419,000 | +0.3% | 114,995 | +1.2% | 2.82% | +0.1% |
| Q4 2017 | $3,409,000 | +7.2% | 113,617 | +4.2% | 2.82% | +4.1% |
| Q3 2017 | $3,181,000 | +5.8% | 109,060 | +3.3% | 2.71% | -1.3% |
| Q2 2017 | $3,006,000 | +8.1% | 105,550 | +4.2% | 2.74% | +3.0% |
| Q1 2017 | $2,781,000 | +11.0% | 101,258 | +6.2% | 2.66% | +3.2% |
| Q4 2016 | $2,506,000 | -3.4% | 95,372 | +10.9% | 2.58% | -2.8% |
| Q3 2016 | $2,594,000 | +44.2% | 85,977 | +39.3% | 2.65% | +44.1% |
| Q2 2016 | $1,799,000 | +0.3% | 61,706 | +0.6% | 1.84% | -2.6% |
| Q1 2016 | $1,793,000 | +7.6% | 61,357 | +2.6% | 1.89% | +5.2% |
| Q4 2015 | $1,667,000 | +12.2% | 59,790 | +12.7% | 1.80% | +5.8% |
| Q3 2015 | $1,486,000 | -4.4% | 53,047 | +1.5% | 1.70% | +2.9% |
| Q2 2015 | $1,555,000 | -7.3% | 52,275 | -3.2% | 1.65% | -2.4% |
| Q1 2015 | $1,677,000 | +2.7% | 54,013 | -0.6% | 1.69% | +0.3% |
| Q4 2014 | $1,633,000 | – | 54,365 | – | 1.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 274,275 | $7,682,000 | 12.86% |
| Trust Co | 211,474 | $5,923,000 | 3.36% |
| Madrona Financial Services, LLC | 104,386 | $2,924,000 | 3.16% |
| Emery Howard Portfolio Management, Inc. | 260,715 | $7,303,000 | 2.00% |
| Bellecapital International Ltd. | 46,824 | $1,312,000 | 1.94% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 53,047 | $1,486,000 | 1.70% |
| ASPIRIANT, LLC | 275,444 | $7,715,000 | 0.64% |
| COURIER CAPITAL LLC | 101,632 | $2,847,000 | 0.63% |
| MILLIE CAPITAL MANAGEMENT, LLC | 20,515 | $575,000 | 0.52% |
| Parkside Financial Bank & Trust | 16,011 | $448,000 | 0.26% |