Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 66 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$293,000
+5.8%
12,263
+3.9%
0.10%
-1.0%
Q2 2020$277,000
+13.5%
11,799
+0.7%
0.10%
-10.3%
Q1 2020$244,000
-22.8%
11,713
+11.9%
0.12%
+9.4%
Q4 2019$316,000
+7.1%
10,466
+4.2%
0.11%
-0.9%
Q3 2019$295,000
-0.7%
10,041
+1.1%
0.11%
-3.6%
Q2 2019$297,000
-20.4%
9,933
-18.7%
0.11%
-26.5%
Q1 2019$373,000
+11.3%
12,223
-1.5%
0.15%
-1.3%
Q4 2018$335,00012,4120.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 315,071$6,531,4221.55%
Upper Left Wealth Management, LLC 61,127$1,267,1631.44%
Old Port Advisors 123,181$2,584,3390.93%
MARYLAND CAPITAL ADVISORS INC. 46,770$969,5430.86%
Running Point Capital Advisors, LLC 55,506$1,150,6390.70%
Family Firm, Inc. 92,293$1,913,2280.53%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 346,177$7,176,2420.49%
AWM CAPITAL, LLC 73,708$1,527,9670.43%
AGILIS PARTNERS LLC 46,385$9620.42%
Financial Alternatives, Inc 16,752$347,2690.33%
View complete list of ISHARES TR shareholders