Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 98 filers reported holding ISHARES TR in Q4 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 Q4 2018
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