Capital Advisors, Ltd. 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
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$17,000
-50.0%
633
-55.7%
0.00%
-50.0%
Q3 2020$34,000
+3.0%
1,4280.0%0.01%
-11.1%
Q2 2020$33,000
+6.5%
1,4280.0%0.01%
-10.0%
Q1 2020$31,000
-27.9%
1,4280.0%0.01%
-9.1%
Q4 2019$43,000
+2.4%
1,4280.0%0.01%
-8.3%
Q3 2019$42,000
-2.3%
1,4280.0%0.01%0.0%
Q2 2019$43,0000.0%1,4280.0%0.01%0.0%
Q1 2019$43,000
+10.3%
1,4280.0%0.01%0.0%
Q4 2018$39,000
-4.9%
1,4280.0%0.01%0.0%
Q3 2018$41,000
-2.4%
1,4280.0%0.01%
-7.7%
Q2 2018$42,0000.0%1,4280.0%0.01%
-7.1%
Q1 2018$42,000
-2.3%
1,4280.0%0.01%0.0%
Q4 2017$43,000
+2.4%
1,4280.0%0.01%
-6.7%
Q3 2017$42,000
+2.4%
1,4280.0%0.02%0.0%
Q2 2017$41,000
+5.1%
1,4280.0%0.02%0.0%
Q1 2017$39,000
+2.6%
1,4280.0%0.02%
-6.2%
Q4 2016$38,000
-11.6%
1,4280.0%0.02%
-15.8%
Q3 2016$43,000
+2.4%
1,4280.0%0.02%
-5.0%
Q2 2016$42,0000.0%1,4280.0%0.02%
-4.8%
Q1 2016$42,000
+5.0%
1,4280.0%0.02%0.0%
Q4 2015$40,0000.0%1,4280.0%0.02%
-4.5%
Q3 2015$40,000
-4.8%
1,4280.0%0.02%0.0%
Q2 2015$42,000
-4.5%
1,4280.0%0.02%
-4.3%
Q1 2015$44,000
+2.3%
1,4280.0%0.02%0.0%
Q4 2014$43,000
+2.4%
1,4280.0%0.02%
-4.2%
Q3 2014$42,000
-8.7%
1,4280.0%0.02%
-7.7%
Q2 2014$46,000
+7.0%
1,4280.0%0.03%
+4.0%
Q1 2014$43,000
-2.3%
1,4280.0%0.02%
-13.8%
Q4 2013$44,0001,4280.03%
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