AGILIS PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 65 filers reported holding ISHARES TR in Q3 2022. 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
Q2 2024$935,174
-7.0%
47,2310.0%0.28%
+10.9%
Q1 2024$1,005,076
-2.2%
47,2310.0%0.26%
-4.8%
Q4 2023$1,027,747
+115898.5%
47,231
+1.1%
0.27%
-15.4%
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 2022
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 66,199$1,255,7961.31%
Old Port Advisors 132,086$2,505,6810.91%
MARYLAND CAPITAL ADVISORS INC. 46,220$876,7990.67%
Running Point Capital Advisors, LLC 55,963$1,061,6180.62%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 378,034$7,171,3110.54%
Family Firm, Inc. 96,626$1,832,9930.52%
AWM CAPITAL, LLC 109,164$2,070,8470.42%
AGILIS PARTNERS LLC 46,726$8860.32%
Financial Alternatives, Inc 16,724$317,2630.29%
COURIER CAPITAL LLC 144,453$2,740,2730.23%
View complete list of ISHARES TR shareholders