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 Q4 2019. 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 2019
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 248,601$5,578,606,0001.58%
MARYLAND CAPITAL ADVISORS INC. 50,936$1,143,0001.21%
CASTLE WEALTH MANAGEMENT LLC 83,835$1,881,0001.09%
Old Port Advisors 125,108$2,756,0001.07%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 580,769$13,032,0000.97%
Upper Left Wealth Management, LLC 27,896$626,0000.72%
Family Firm, Inc. 85,515$1,919,0000.56%
AGILIS PARTNERS LLC 40,333$905,0000.56%
COURIER CAPITAL LLC 121,973$2,737,0000.32%
TBH Global Asset Management, LLC 22,658$508,0000.12%
View complete list of ISHARES TR shareholders