ISHARES TR's ticker is IFGL and the CUSIP is 464288489.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2023 | $6 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2023 | $6 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 300 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 300 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 300 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -55.6% | 300 | -50.0% | 0.00% | – |
| Q4 2021 | $18,000 | -43.8% | 600 | -47.6% | 0.00% | – |
| Q3 2021 | $32,000 | 0.0% | 1,146 | +5.4% | 0.00% | – |
| Q2 2021 | $32,000 | +300.0% | 1,087 | +262.3% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | +14.3% | 300 | 0.0% | 0.00% | – |
| Q3 2020 | $7,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 300 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -33.3% | 300 | 0.0% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | +12.5% | 300 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 300 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q2 2018 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2018 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2017 | $9,000 | – | 300 | +3233.3% | 0.00% | – |
| Q3 2016 | $0 | – | 9 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | -100.0% | 9 | -100.0% | 0.00% | -100.0% |
| Q4 2013 | $1,046,000 | – | 34,871 | – | 0.00% | – |
Download | ||||||
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% |