Emery Howard Portfolio Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Emery Howard Portfolio Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$6,889,000
+12.0%
318,660
+56.5%
1.68%
+46.9%
Q4 2019$6,151,000
+4.2%
203,673
+2.4%
1.15%
-4.3%
Q3 2019$5,904,000
-0.9%
198,983
-0.4%
1.20%
-0.6%
Q2 2019$5,955,000
-2.2%
199,768
-0.3%
1.20%
-5.0%
Q1 2019$6,089,000
+10.8%
200,288
-1.5%
1.27%
-2.2%
Q4 2018$5,497,000
-15.0%
203,379
-9.9%
1.30%
-2.4%
Q3 2018$6,468,000
-3.4%
225,751
-1.7%
1.33%
-7.5%
Q2 2018$6,699,000
-1.1%
229,575
+0.8%
1.44%
-1.6%
Q1 2018$6,773,000
-0.5%
227,815
+0.4%
1.46%
+0.3%
Q4 2017$6,808,000
-1.2%
226,944
-4.0%
1.46%
-4.8%
Q3 2017$6,894,000
-0.2%
236,342
-2.5%
1.53%
+1.9%
Q2 2017$6,906,000
-0.1%
242,474
-3.6%
1.50%
-4.2%
Q1 2017$6,910,000
+3.3%
251,640
-1.1%
1.56%
-0.8%
Q4 2016$6,690,000
+17.7%
254,557
+35.1%
1.58%
+16.1%
Q3 2016$5,684,000
+4.9%
188,398
+1.3%
1.36%
+0.5%
Q2 2016$5,421,000
-5.4%
185,897
-5.2%
1.35%
-6.8%
Q1 2016$5,732,000
-23.0%
196,181
-26.5%
1.45%
-24.5%
Q4 2015$7,440,000
+1.9%
266,801
+2.3%
1.92%
-3.9%
Q3 2015$7,303,000
+109.4%
260,715
+122.3%
2.00%
+122.6%
Q2 2015$3,488,000
-3.7%
117,277
+0.5%
0.90%
-3.9%
Q1 2015$3,622,000
+3.7%
116,639
+0.3%
0.93%
-7.6%
Q4 2014$3,494,000
+1.3%
116,327
+1.4%
1.01%
-7.3%
Q3 2014$3,448,000
-10.3%
114,767
-4.1%
1.09%
-7.8%
Q2 2014$3,843,000
+7.6%
119,618
+0.6%
1.18%
+1.0%
Q1 2014$3,572,000
-2.6%
118,8770.0%1.17%
-4.4%
Q4 2013$3,668,000
+1.0%
118,877
+9.7%
1.22%
-8.2%
Q3 2013$3,633,000
-5.4%
108,381
-11.5%
1.33%
-10.3%
Q2 2013$3,840,000122,5331.49%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 248,601$5,578,606,0001.58%
MARYLAND CAPITAL ADVISORS INC. 50,936$1,143,0001.21%
CASTLE WEALTH MANAGEMENT LLC 83,835$1,881,0001.09%
Old Port Advisors 125,108$2,756,0001.07%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 580,769$13,032,0000.97%
Upper Left Wealth Management, LLC 27,896$626,0000.72%
Family Firm, Inc. 85,515$1,919,0000.56%
AGILIS PARTNERS LLC 40,333$905,0000.56%
COURIER CAPITAL LLC 121,973$2,737,0000.32%
TBH Global Asset Management, LLC 22,658$508,0000.12%
View complete list of ISHARES TR shareholders