Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 61 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,832,993
-4.7%
96,626
-0.3%
0.52%
+1.4%
Q2 2023$1,923,802
+0.6%
96,893
+5.0%
0.51%
-4.2%
Q1 2023$1,913,228
+1.7%
92,293
+3.3%
0.53%
-3.6%
Q4 2022$1,881,053
+9.4%
89,319
-1.1%
0.55%0.0%
Q3 2022$1,719,000
-10.4%
90,284
+5.6%
0.55%
-2.7%
Q2 2022$1,919,000
-16.7%
85,515
+1.0%
0.56%
-6.5%
Q1 2022$2,303,000
-4.0%
84,704
+0.6%
0.60%
-2.7%
Q4 2021$2,400,000
+1.2%
84,220
+3.9%
0.62%
-0.5%
Q3 2021$2,372,000
-0.3%
81,087
-0.1%
0.62%
-3.6%
Q2 2021$2,378,000
+5.8%
81,168
-0.4%
0.65%
-0.3%
Q1 2021$2,247,000
+5.5%
81,473
+2.8%
0.65%
+2.2%
Q4 2020$2,130,000
+15.1%
79,221
+2.4%
0.64%
-4.2%
Q3 2020$1,851,000
+18.2%
77,333
+14.4%
0.66%
+13.1%
Q2 2020$1,566,000
+11.4%
67,591
+3.9%
0.59%
-2.0%
Q1 2020$1,406,000
-30.8%
65,040
-3.3%
0.60%
-13.1%
Q4 2019$2,032,000
+8.0%
67,271
+6.1%
0.69%
+3.0%
Q3 2019$1,881,000
-4.8%
63,381
-4.4%
0.67%
-4.3%
Q2 2019$1,976,000
-1.8%
66,278
+0.1%
0.70%
-4.6%
Q1 2019$2,013,000
+13.9%
66,226
+1.3%
0.73%
+3.7%
Q4 2018$1,767,000
-4.1%
65,372
+1.6%
0.71%
+5.7%
Q3 2018$1,843,000
+3.7%
64,326
+5.6%
0.67%
+0.1%
Q2 2018$1,778,000
+0.3%
60,941
+2.2%
0.67%
-3.3%
Q1 2018$1,773,00059,6500.69%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 66,657$1,403,7961.66%
Chandler Asset Management, Inc. 264,322$5,0331.45%
Old Port Advisors 119,752$2,521,9780.95%
MARYLAND CAPITAL ADVISORS INC. 47,333$996,8330.93%
Running Point Capital Advisors, LLC 56,104$1,181,5500.73%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 373,695$7,870,0190.56%
Family Firm, Inc. 89,319$1,881,0530.55%
AWM CAPITAL, LLC 70,208$1,478,5800.50%
AGILIS PARTNERS LLC 46,385$9770.45%
Financial Alternatives, Inc 17,124$360,6310.36%
View complete list of ISHARES TR shareholders