AGILIS PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 61 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AGILIS PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$886
-4.5%
46,7260.0%0.32%
-11.9%
Q2 2023$928
-3.5%
46,726
+0.7%
0.36%
-14.8%
Q1 2023$962
-1.5%
46,3850.0%0.42%
-6.2%
Q4 2022$977
-99.9%
46,385
+15.0%
0.45%
-6.4%
Q3 2022$768,000
-15.1%
40,3330.0%0.48%
-13.6%
Q2 2022$905,000
-17.5%
40,3330.0%0.56%
+2.2%
Q1 2022$1,097,000
-4.5%
40,3330.0%0.55%
-4.7%
Q4 2021$1,149,000
+1.8%
40,3330.0%0.58%
+2.5%
Q3 2021$1,129,000
-4.5%
40,3330.0%0.56%
-14.1%
Q2 2021$1,182,000
+6.3%
40,3330.0%0.65%
+29.1%
Q1 2021$1,112,000
+1.5%
40,3330.0%0.51%
-1.6%
Q4 2020$1,096,000
+13.5%
40,3330.0%0.51%
+42.0%
Q3 2020$966,000
+3.3%
40,3330.0%0.36%
-33.9%
Q2 2020$935,000
+7.2%
40,3330.0%0.55%
-34.1%
Q1 2020$872,000
-36.9%
40,333
-11.9%
0.83%
+12.7%
Q4 2019$1,383,000
+9.9%
45,786
+8.0%
0.74%
-14.1%
Q3 2019$1,258,000
-0.5%
42,4140.0%0.86%
-9.0%
Q2 2019$1,264,000
-1.9%
42,4140.0%0.94%
-13.9%
Q1 2019$1,289,000
+12.5%
42,4140.0%1.10%
-7.7%
Q4 2018$1,146,00042,4141.19%
Other shareholders
ISHARES TR shareholders Q3 2021
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