Tortoise Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 75 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$8,0000.0%2700.0%0.00%0.0%
Q3 2019$8,0000.0%2700.0%0.00%0.0%
Q2 2019$8,0000.0%2700.0%0.00%0.0%
Q1 2019$8,000
+14.3%
2700.0%0.00%0.0%
Q4 2018$7,000
-12.5%
2700.0%0.00%0.0%
Q3 2018$8,000
-20.0%
270
-22.9%
0.00%
-33.3%
Q2 2018$10,000
+100.0%
350
+94.4%
0.00%
+200.0%
Q1 2018$5,0000.0%1800.0%0.00%0.0%
Q4 2017$5,0000.0%1800.0%0.00%
-50.0%
Q3 2017$5,0000.0%1800.0%0.00%0.0%
Q2 2017$5,000
-37.5%
180
-35.7%
0.00%
-33.3%
Q1 2017$8,000
+14.3%
2800.0%0.00%
+50.0%
Q4 2016$7,000
-72.0%
280
-66.9%
0.00%
-75.0%
Q3 2016$25,000
-34.2%
845
-34.7%
0.01%
-38.5%
Q2 2016$38,000
-30.9%
1,295
-30.9%
0.01%
-35.0%
Q1 2016$55,000
-38.2%
1,875
-41.2%
0.02%
-37.5%
Q4 2015$89,000
-58.6%
3,189
-58.5%
0.03%
-61.0%
Q3 2015$215,000
-6.1%
7,6890.0%0.08%
-4.7%
Q2 2015$229,000
+24.5%
7,689
+29.9%
0.09%
+22.9%
Q1 2015$184,000
+14.3%
5,920
+10.6%
0.07%
+9.4%
Q4 2014$161,000
-1.8%
5,355
-1.8%
0.06%
-7.2%
Q3 2014$164,000
-8.4%
5,455
-2.2%
0.07%
-8.0%
Q2 2014$179,000
+2.9%
5,580
-3.5%
0.08%
-6.2%
Q1 2014$174,000
-52.2%
5,780
-50.9%
0.08%
-20.0%
Q4 2013$364,000
+88.6%
11,770
+104.7%
0.10%
-14.5%
Q3 2013$193,000
+10.3%
5,750
+3.2%
0.12%
+0.9%
Q2 2013$175,000
+1650.0%
5,570
+1756.7%
0.12%
+1557.1%
Q1 2013$10,0003000.01%
Other shareholders
ISHARES TR shareholders Q4 2015
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