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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $12,404,000 | -8.7% | 417,098 | -4.6% | 0.01% | -16.7% |
| Q1 2015 | $13,579,000 | +8.6% | 437,324 | +5.1% | 0.01% | 0.0% |
| Q4 2014 | $12,502,000 | -20.2% | 416,170 | -20.2% | 0.01% | -29.4% |
| Q3 2014 | $15,675,000 | -7.1% | 521,803 | -0.6% | 0.02% | -15.0% |
| Q2 2014 | $16,873,000 | +4.6% | 525,160 | -2.2% | 0.02% | -4.8% |
| Q1 2014 | $16,131,000 | -4.7% | 536,821 | -2.2% | 0.02% | -8.7% |
| Q4 2013 | $16,934,000 | -27.9% | 548,814 | -21.7% | 0.02% | -32.4% |
| Q3 2013 | $23,494,000 | +0.1% | 700,909 | -6.4% | 0.03% | -5.6% |
| Q2 2013 | $23,478,000 | – | 749,151 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 185,511 | $5,410,000 | 12.44% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 61,706 | $1,799,000 | 1.84% |
| Emery Howard Portfolio Management, Inc. | 185,897 | $5,421,000 | 1.35% |
| Madrona Financial Services, LLC | 42,946 | $1,252,000 | 1.33% |
| Edmonds Duncan Registered Investment Advisors, LLC | 48,530 | $1,488,000 | 0.90% |
| ASPIRIANT, LLC | 293,606 | $8,562,000 | 0.81% |
| COURIER CAPITAL LLC | 116,643 | $3,401,000 | 0.68% |
| MILLIE CAPITAL MANAGEMENT, LLC | 20,515 | $598,000 | 0.63% |
| SENTINEL TRUST CO LBA | 64,023 | $1,867,000 | 0.27% |
| COMERICA SECURITIES INC | 39,137 | $1,141,000 | 0.24% |