ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,255,796 | -5.1% | 66,199 | -0.7% | 1.31% | -11.2% |
| Q2 2023 | $1,323,436 | +4.4% | 66,655 | +9.0% | 1.47% | +2.2% |
| Q1 2023 | $1,267,163 | -9.7% | 61,127 | -8.3% | 1.44% | -13.3% |
| Q4 2022 | $1,403,796 | +128.3% | 66,657 | +109.6% | 1.66% | +107.6% |
| Q3 2022 | $615,000 | -1.8% | 31,807 | +14.0% | 0.80% | +10.2% |
| Q2 2022 | $626,000 | -17.4% | 27,896 | +1.5% | 0.72% | -7.6% |
| Q1 2022 | $758,000 | -5.4% | 27,479 | -2.2% | 0.78% | -1.9% |
| Q4 2021 | $801,000 | – | 28,089 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Upper Left Wealth Management, LLC | 66,657 | $1,403,796 | 1.66% |
| Chandler Asset Management, Inc. | 264,322 | $5,033 | 1.45% |
| Old Port Advisors | 119,752 | $2,521,978 | 0.95% |
| MARYLAND CAPITAL ADVISORS INC. | 47,333 | $996,833 | 0.93% |
| Running Point Capital Advisors, LLC | 56,104 | $1,181,550 | 0.73% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 373,695 | $7,870,019 | 0.56% |
| Family Firm, Inc. | 89,319 | $1,881,053 | 0.55% |
| AWM CAPITAL, LLC | 70,208 | $1,478,580 | 0.50% |
| AGILIS PARTNERS LLC | 46,385 | $977 | 0.45% |
| Financial Alternatives, Inc | 17,124 | $360,631 | 0.36% |