Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 62 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$11,0000.0%4500.0%0.00%
Q3 2020$11,000
+10.0%
4500.0%0.00%
Q2 2020$10,0000.0%4500.0%0.00%
-100.0%
Q1 2020$10,000
-28.6%
4500.0%0.00%0.0%
Q4 2019$14,000
+7.7%
4500.0%0.00%0.0%
Q3 2019$13,0000.0%450
-0.2%
0.00%0.0%
Q2 2019$13,000
-7.1%
451
+0.2%
0.00%0.0%
Q1 2019$14,000
+16.7%
4500.0%0.00%0.0%
Q4 2018$12,000
-99.7%
450
-99.7%
0.00%
-99.5%
Q3 2018$4,032,000
+30915.4%
161,048
+35688.4%
0.21%
+20600.0%
Q2 2018$13,0000.0%4500.0%0.00%0.0%
Q1 2018$13,000
-7.1%
4500.0%0.00%0.0%
Q4 2017$14,000
+7.7%
4500.0%0.00%0.0%
Q2 2017$13,000
+8.3%
4500.0%0.00%0.0%
Q1 2017$12,0000.0%4500.0%0.00%0.0%
Q4 2016$12,000
-14.3%
4500.0%0.00%0.0%
Q3 2016$14,000
+7.7%
4500.0%0.00%0.0%
Q2 2016$13,0000.0%4500.0%0.00%
-50.0%
Q1 2016$13,0000.0%4500.0%0.00%0.0%
Q4 2015$13,0000.0%4500.0%0.00%0.0%
Q3 2015$13,0000.0%4500.0%0.00%0.0%
Q2 2015$13,000
-7.1%
4500.0%0.00%0.0%
Q1 2015$14,0000.0%4500.0%0.00%0.0%
Q4 2014$14,0000.0%4500.0%0.00%
-33.3%
Q3 2014$14,0000.0%4500.0%0.00%0.0%
Q2 2014$14,0000.0%4500.0%0.00%0.0%
Q1 2014$14,0000.0%4500.0%0.00%
-25.0%
Q4 2013$14,000
-6.7%
4500.0%0.00%
-20.0%
Q3 2013$15,000
+7.1%
4500.0%0.01%0.0%
Q2 2013$14,0004500.01%
Other shareholders
ISHARES TR shareholders Q3 2020
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