ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 90 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $1,154,000 | -5.9% | 40,484 | -9.4% | 0.01% | 0.0% |
| Q1 2017 | $1,226,000 | -5.8% | 44,698 | -9.9% | 0.01% | -13.3% |
| Q4 2016 | $1,302,000 | -22.5% | 49,597 | -11.0% | 0.02% | -21.1% |
| Q3 2016 | $1,680,000 | -3.1% | 55,700 | -6.3% | 0.02% | 0.0% |
| Q2 2016 | $1,734,000 | -5.3% | 59,476 | -5.2% | 0.02% | -13.6% |
| Q1 2016 | $1,831,000 | -46.3% | 62,741 | -48.7% | 0.02% | -47.6% |
| Q4 2015 | $3,410,000 | -34.0% | 122,228 | -33.3% | 0.04% | -35.4% |
| Q3 2015 | $5,167,000 | +64.6% | 183,289 | +73.3% | 0.06% | +91.2% |
| Q2 2015 | $3,139,000 | -7.4% | 105,735 | -3.2% | 0.03% | -8.1% |
| Q1 2015 | $3,391,000 | +8.0% | 109,222 | +4.4% | 0.04% | +8.8% |
| Q4 2014 | $3,139,000 | -6.4% | 104,600 | -6.1% | 0.03% | -2.9% |
| Q3 2014 | $3,352,000 | -9.2% | 111,400 | -3.0% | 0.04% | -2.8% |
| Q2 2014 | $3,693,000 | +0.1% | 114,900 | -6.4% | 0.04% | -5.3% |
| Q1 2014 | $3,690,000 | -11.7% | 122,800 | -9.1% | 0.04% | -11.6% |
| Q4 2013 | $4,180,000 | -28.9% | 135,100 | -23.2% | 0.04% | -34.8% |
| Q3 2013 | $5,877,000 | +1.0% | 176,000 | -5.3% | 0.07% | -1.5% |
| Q2 2013 | $5,821,000 | – | 185,800 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 161,261 | $4,865,000 | 10.24% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 85,977 | $2,594,000 | 2.65% |
| Emery Howard Portfolio Management, Inc. | 188,398 | $5,684,000 | 1.36% |
| Madrona Financial Services, LLC | 41,279 | $1,245,000 | 1.32% |
| Edmonds Duncan Registered Investment Advisors, LLC | 48,367 | $1,370,000 | 0.83% |
| ASPIRIANT, LLC | 248,183 | $7,488,000 | 0.74% |
| COURIER CAPITAL LLC | 116,515 | $3,515,000 | 0.70% |
| MILLIE CAPITAL MANAGEMENT, LLC | 20,315 | $613,000 | 0.68% |
| Bellecapital International Ltd. | 18,953 | $572,000 | 0.64% |
| SENTINEL TRUST CO LBA | 61,555 | $1,857,000 | 0.27% |