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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,389 | -4.2% | 1,178 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $24,420 | -1.6% | 1,178 | 0.0% | 0.02% | -4.8% |
| Q4 2022 | $24,809 | -54.1% | 1,178 | -58.7% | 0.02% | -57.1% |
| Q3 2022 | $54,000 | -15.6% | 2,855 | 0.0% | 0.05% | -10.9% |
| Q2 2022 | $64,000 | -17.9% | 2,855 | 0.0% | 0.06% | -12.7% |
| Q1 2022 | $78,000 | -3.7% | 2,855 | 0.0% | 0.06% | -4.5% |
| Q4 2021 | $81,000 | – | 2,855 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 185,511 | $5,410,000 | 12.44% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 61,706 | $1,799,000 | 1.84% |
| Emery Howard Portfolio Management, Inc. | 185,897 | $5,421,000 | 1.35% |
| Madrona Financial Services, LLC | 42,946 | $1,252,000 | 1.33% |
| Edmonds Duncan Registered Investment Advisors, LLC | 48,530 | $1,488,000 | 0.90% |
| ASPIRIANT, LLC | 293,606 | $8,562,000 | 0.81% |
| COURIER CAPITAL LLC | 116,643 | $3,401,000 | 0.68% |
| MILLIE CAPITAL MANAGEMENT, LLC | 20,515 | $598,000 | 0.63% |
| SENTINEL TRUST CO LBA | 64,023 | $1,867,000 | 0.27% |
| COMERICA SECURITIES INC | 39,137 | $1,141,000 | 0.24% |