ASPIRIANT, LLC - ISHARES TR ownership

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
ASPIRIANT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$739,000
-64.5%
34,137
-50.5%
0.07%
-62.2%
Q4 2019$2,083,000
+1.9%
68,9360.0%0.19%
+5.5%
Q3 2019$2,045,000
-0.5%
68,9360.0%0.18%
+6.4%
Q2 2019$2,056,000
-3.0%
68,936
-1.1%
0.17%
-0.6%
Q1 2019$2,119,000
-19.3%
69,695
-28.3%
0.17%
-13.1%
Q4 2018$2,627,000
-5.6%
97,1660.0%0.20%
-16.4%
Q3 2018$2,782,000
-1.9%
97,1660.0%0.24%
-2.1%
Q2 2018$2,835,000
-4.9%
97,166
-3.1%
0.24%
-6.5%
Q1 2018$2,980,000
+140.9%
100,242
+143.0%
0.26%
-28.4%
Q4 2017$1,237,000
-59.3%
41,249
-60.4%
0.36%
+42.4%
Q3 2017$3,041,000
-21.5%
104,245
-23.3%
0.26%
-24.3%
Q2 2017$3,872,000
-12.5%
135,954
-15.7%
0.34%
-10.6%
Q1 2017$4,427,000
+4.1%
161,227
-0.3%
0.38%
-2.1%
Q4 2016$4,251,000
-43.2%
161,746
-34.8%
0.38%
-48.3%
Q3 2016$7,488,000
-12.5%
248,183
-15.5%
0.74%
-7.9%
Q2 2016$8,562,000
-11.6%
293,606
-11.4%
0.81%
-12.4%
Q1 2016$9,685,000
+46.1%
331,435
+39.5%
0.92%
+26.9%
Q4 2015$6,627,000
-14.1%
237,663
-13.7%
0.73%
+13.6%
Q3 2015$7,715,000
+177.1%
275,444
+194.3%
0.64%
+135.7%
Q2 2015$2,784,000
-7.5%
93,608
-3.5%
0.27%
-30.4%
Q1 2015$3,011,000
-8.6%
96,959
-11.5%
0.39%
-11.1%
Q4 2014$3,293,000
+31.1%
109,618
+31.2%
0.44%
+25.4%
Q3 2014$2,511,000
-27.4%
83,574
-22.4%
0.35%
-26.4%
Q2 2014$3,461,000
+6.9%
107,7060.0%0.48%
+1.7%
Q1 2014$3,237,000
-20.2%
107,706
-18.1%
0.47%
-25.8%
Q4 2013$4,055,000
+12.6%
131,429
+22.4%
0.63%
-2.0%
Q3 2013$3,600,000
+0.1%
107,408
-6.4%
0.64%
+14.4%
Q2 2013$3,595,000114,7190.56%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 66,657$1,403,7961.66%
Chandler Asset Management, Inc. 264,322$5,0331.45%
Old Port Advisors 119,752$2,521,9780.95%
MARYLAND CAPITAL ADVISORS INC. 47,333$996,8330.93%
Running Point Capital Advisors, LLC 56,104$1,181,5500.73%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 373,695$7,870,0190.56%
Family Firm, Inc. 89,319$1,881,0530.55%
AWM CAPITAL, LLC 70,208$1,478,5800.50%
AGILIS PARTNERS LLC 46,385$9770.45%
Financial Alternatives, Inc 17,124$360,6310.36%
View complete list of ISHARES TR shareholders