Old Port Advisors - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 69 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Old Port Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,505,681
-3.0%
132,086
+7.2%
0.91%
-2.3%
Q1 2023$2,584,339
+2.5%
123,181
+2.9%
0.93%
-2.1%
Q4 2022$2,521,978
+7.8%
119,752
-1.1%
0.95%
+2.2%
Q3 2022$2,339,000
-15.1%
121,136
-3.2%
0.93%
-12.8%
Q2 2022$2,756,000
-13.5%
125,108
+8.3%
1.07%
-1.8%
Q1 2022$3,186,000
-0.8%
115,528
+1.1%
1.08%
-0.3%
Q4 2021$3,213,000
-0.6%
114,304
-1.0%
1.09%
-7.2%
Q3 2021$3,234,000
-0.5%
115,502
+6.6%
1.17%
+0.2%
Q2 2021$3,251,000
+38.2%
108,345
+27.0%
1.17%
+26.8%
Q1 2021$2,352,000
+13.8%
85,293
+11.1%
0.92%
+2.8%
Q4 2020$2,066,000
+19.4%
76,791
+6.3%
0.90%
+5.2%
Q3 2020$1,730,000
+6.1%
72,248
+2.7%
0.85%0.0%
Q2 2020$1,631,000
+9.0%
70,374
+1.7%
0.85%
-6.5%
Q1 2020$1,496,000
-27.5%
69,207
+1.0%
0.91%
-8.4%
Q4 2019$2,064,000
+3.8%
68,513
+2.5%
1.00%
-4.2%
Q3 2019$1,989,000
+0.4%
66,868
+2.8%
1.04%
+2.5%
Q2 2019$1,981,000
+3.7%
65,024
+3.5%
1.02%
+1.4%
Q1 2019$1,910,000
+7.7%
62,814
+0.5%
1.00%
+0.8%
Q4 2018$1,774,000
+6.0%
62,526
+9.0%
0.99%
+10.1%
Q2 2018$1,674,00057,3790.90%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 254,691$6,925,048,0001.71%
Old Port Advisors 115,528$3,186,0001.08%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 600,077$16,316,0001.08%
Upper Left Wealth Management, LLC 27,479$758,0000.78%
Family Firm, Inc. 84,704$2,303,0000.60%
AGILIS PARTNERS LLC 40,333$1,097,0000.55%
COURIER CAPITAL LLC 117,813$3,203,0000.32%
TBH Global Asset Management, LLC 22,956$624,0000.13%
MARYLAND CAPITAL ADVISORS INC. 4,975$135,0000.12%
CAPITAL INSIGHT PARTNERS, LLC 16,868$459,0000.09%
View complete list of ISHARES TR shareholders