ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 72 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $569,000 | -15.7% | 19,502 | -17.7% | 0.00% | -25.0% |
| Q2 2017 | $675,000 | +18.8% | 23,683 | +14.5% | 0.00% | 0.0% |
| Q1 2017 | $568,000 | +68.0% | 20,680 | +60.9% | 0.00% | +100.0% |
| Q4 2016 | $338,000 | -18.6% | 12,850 | -6.5% | 0.00% | -33.3% |
| Q3 2016 | $415,000 | -8.4% | 13,741 | -11.5% | 0.00% | -25.0% |
| Q2 2016 | $453,000 | +8.9% | 15,535 | +9.2% | 0.00% | 0.0% |
| Q1 2016 | $416,000 | -5.2% | 14,223 | -9.7% | 0.00% | 0.0% |
| Q4 2015 | $439,000 | -3.7% | 15,750 | -3.2% | 0.00% | -20.0% |
| Q3 2015 | $456,000 | -6.9% | 16,266 | -1.3% | 0.01% | 0.0% |
| Q2 2015 | $490,000 | +3.4% | 16,484 | +7.9% | 0.01% | 0.0% |
| Q1 2015 | $474,000 | +2.6% | 15,278 | -0.7% | 0.01% | 0.0% |
| Q4 2014 | $462,000 | +10.5% | 15,385 | +10.6% | 0.01% | 0.0% |
| Q3 2014 | $418,000 | -83.4% | 13,915 | -82.2% | 0.01% | -83.9% |
| Q2 2014 | $2,515,000 | +199.8% | 78,274 | +180.5% | 0.03% | +158.3% |
| Q1 2014 | $839,000 | +111.9% | 27,909 | +117.7% | 0.01% | +100.0% |
| Q4 2013 | $396,000 | -11.0% | 12,820 | -3.5% | 0.01% | -14.3% |
| Q3 2013 | $445,000 | +7.5% | 13,283 | +0.6% | 0.01% | 0.0% |
| Q2 2013 | $414,000 | – | 13,203 | – | 0.01% | – |
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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% |