ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 61 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,058 | -52.2% | 23,672 | -50.0% | 0.00% | -80.0% |
| Q2 2023 | $939,082 | -54.7% | 47,297 | -52.7% | 0.01% | +25.0% |
| Q1 2023 | $2,071,673 | -0.4% | 99,936 | +1.2% | 0.00% | -20.0% |
| Q4 2022 | $2,080,623 | +5.5% | 98,795 | -4.6% | 0.01% | 0.0% |
| Q3 2022 | $1,972,000 | -21.9% | 103,596 | -8.0% | 0.01% | -16.7% |
| Q2 2022 | $2,526,000 | -18.1% | 112,562 | -0.8% | 0.01% | -14.3% |
| Q1 2022 | $3,086,000 | -3.4% | 113,500 | +1.2% | 0.01% | 0.0% |
| Q4 2021 | $3,196,000 | +11.7% | 112,150 | +9.7% | 0.01% | 0.0% |
| Q3 2021 | $2,862,000 | +0.6% | 102,199 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $2,845,000 | +16.0% | 97,100 | +9.2% | 0.01% | -12.5% |
| Q1 2021 | $2,452,000 | -0.8% | 88,908 | -2.3% | 0.01% | 0.0% |
| Q4 2020 | $2,473,000 | +12.7% | 91,025 | -0.7% | 0.01% | -11.1% |
| Q3 2020 | $2,195,000 | +3.4% | 91,667 | +0.1% | 0.01% | -10.0% |
| Q2 2020 | $2,122,000 | +57.1% | 91,573 | +46.6% | 0.01% | +25.0% |
| Q1 2020 | $1,351,000 | +8.4% | 62,467 | +51.4% | 0.01% | +33.3% |
| Q4 2019 | $1,246,000 | +26.1% | 41,268 | +23.9% | 0.01% | +20.0% |
| Q3 2019 | $988,000 | +27.6% | 33,298 | +28.2% | 0.01% | +25.0% |
| Q2 2019 | $774,000 | -5.6% | 25,970 | -3.7% | 0.00% | 0.0% |
| Q1 2019 | $820,000 | – | 26,971 | – | 0.00% | – |
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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% |