Transform Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 98 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$443,000
-5.7%
16,4000.0%0.09%
+11.0%
Q3 2018$470,000
-1.9%
16,4000.0%0.08%
-5.7%
Q2 2018$479,000
-1.8%
16,4000.0%0.09%
-6.5%
Q1 2018$488,000
+24.2%
16,400
+25.2%
0.09%
+29.2%
Q4 2017$393,000
+2.9%
13,1000.0%0.07%
-45.9%
Q3 2017$382,000
+43.6%
13,100
+35.1%
0.13%
+33.0%
Q1 2017$266,000
+4.3%
9,7000.0%0.10%
-1.0%
Q4 2016$255,000
-9.9%
9,7000.0%0.10%
-15.1%
Q2 2016$283,0009,7000.12%
Other shareholders
ISHARES TR shareholders Q4 2018
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