ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 94 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 118,877 | 0.0% | 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 | $3,840,000 | – | 122,533 | – | 1.49% | – |
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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% |