Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 96 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$203,000
-26.2%
6,753
-26.9%
0.04%
-35.9%
Q2 2019$275,0000.0%9,240
-0.2%
0.06%0.0%
Q1 2019$275,000
+11.3%
9,255
+8.6%
0.06%
+1.6%
Q4 2018$247,000
-49.7%
8,525
-50.0%
0.06%
-47.9%
Q3 2018$491,000
+2.5%
17,045
+3.8%
0.12%
-16.0%
Q2 2018$479,000
+12.7%
16,425
+15.0%
0.14%
-8.3%
Q1 2018$425,00014,2840.16%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
INTEGRATED WEALTH COUNSEL, LLC 274,275$7,682,00012.86%
Trust Co 211,474$5,923,0003.36%
Madrona Financial Services, LLC 104,386$2,924,0003.16%
Emery Howard Portfolio Management, Inc. 260,715$7,303,0002.00%
Bellecapital International Ltd. 46,824$1,312,0001.94%
STERLING INVESTMENT ADVISORS LLC /ADV 53,047$1,486,0001.70%
ASPIRIANT, LLC 275,444$7,715,0000.64%
COURIER CAPITAL LLC 101,632$2,847,0000.63%
MILLIE CAPITAL MANAGEMENT, LLC 20,515$575,0000.52%
Parkside Financial Bank & Trust 16,011$448,0000.26%
View complete list of ISHARES TR shareholders