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 ↓
INTEGRATED WEALTH COUNSEL, LLC 161,261$4,865,00010.24%
STERLING INVESTMENT ADVISORS LLC /ADV 85,977$2,594,0002.65%
Emery Howard Portfolio Management, Inc. 188,398$5,684,0001.36%
Madrona Financial Services, LLC 41,279$1,245,0001.32%
Edmonds Duncan Registered Investment Advisors, LLC 48,367$1,370,0000.83%
ASPIRIANT, LLC 248,183$7,488,0000.74%
COURIER CAPITAL LLC 116,515$3,515,0000.70%
MILLIE CAPITAL MANAGEMENT, LLC 20,315$613,0000.68%
Bellecapital International Ltd. 18,953$572,0000.64%
SENTINEL TRUST CO LBA 61,555$1,857,0000.27%
View complete list of ISHARES TR shareholders