Windhaven Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 79 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Windhaven Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$839,000
+301.4%
31,909
+359.6%
0.01%
+400.0%
Q3 2016$209,000
-9.5%
6,943
-12.3%
0.00%0.0%
Q1 2016$231,000
-92.9%
7,920
-93.3%
0.00%
-92.9%
Q4 2015$3,274,000
+629.2%
117,423
+632.3%
0.03%
+600.0%
Q3 2015$449,000
-15.8%
16,035
-10.5%
0.00%0.0%
Q2 2015$533,000
-39.5%
17,922
-36.9%
0.00%
-33.3%
Q1 2015$881,000
-79.6%
28,383
-80.3%
0.01%
-77.8%
Q4 2014$4,322,000
+184.3%
143,876
+184.0%
0.03%
+200.0%
Q3 2014$1,520,000
-27.5%
50,653
-22.5%
0.01%
-25.0%
Q2 2014$2,097,000
+153.3%
65,390
+135.5%
0.01%
+140.0%
Q1 2014$828,000
-22.4%
27,769
-19.7%
0.01%
-16.7%
Q4 2013$1,067,000
+0.1%
34,566
+8.7%
0.01%
+20.0%
Q3 2013$1,066,000
-81.8%
31,806
-83.1%
0.01%
-85.3%
Q2 2013$5,860,000188,4120.03%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 235,436$6,396,796,0001.98%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 480,038$13,043,0000.99%
Old Port Advisors 76,791$2,066,0000.90%
Family Firm, Inc. 79,221$2,130,0000.64%
Merriman Wealth Management, LLC 184,949$5,026,0000.54%
AGILIS PARTNERS LLC 40,333$1,096,0000.51%
COURIER CAPITAL LLC 106,984$2,907,0000.32%
TBH Global Asset Management, LLC 28,456$773,0000.24%
CAPITAL INSIGHT PARTNERS, LLC 15,837$430,0000.11%
Walkner Condon Financial Advisors LLC 8,980$244,0000.10%
View complete list of ISHARES TR shareholders