ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 81 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $265,000 | +4.7% | 11,459 | -2.3% | 0.00% | 0.0% |
| Q1 2020 | $253,000 | -28.5% | 11,733 | -0.2% | 0.00% | 0.0% |
| Q4 2019 | $354,000 | -0.8% | 11,751 | -2.5% | 0.00% | -50.0% |
| Q3 2019 | $357,000 | -13.8% | 12,058 | -13.2% | 0.00% | 0.0% |
| Q2 2019 | $414,000 | -8.4% | 13,889 | -6.6% | 0.00% | 0.0% |
| Q1 2019 | $452,000 | +14.4% | 14,876 | +1.8% | 0.00% | 0.0% |
| Q4 2018 | $395,000 | -21.3% | 14,613 | -16.7% | 0.00% | 0.0% |
| Q3 2018 | $502,000 | -8.1% | 17,550 | -6.2% | 0.00% | -33.3% |
| Q2 2018 | $546,000 | -1.1% | 18,701 | +0.6% | 0.00% | 0.0% |
| Q1 2018 | $552,000 | -5.2% | 18,591 | -4.2% | 0.00% | 0.0% |
| Q4 2017 | $582,000 | – | 19,408 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 161,261 | $4,865,000 | 10.24% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 85,977 | $2,594,000 | 2.65% |
| Emery Howard Portfolio Management, Inc. | 188,398 | $5,684,000 | 1.36% |
| Madrona Financial Services, LLC | 41,279 | $1,245,000 | 1.32% |
| Edmonds Duncan Registered Investment Advisors, LLC | 48,367 | $1,370,000 | 0.83% |
| ASPIRIANT, LLC | 248,183 | $7,488,000 | 0.74% |
| COURIER CAPITAL LLC | 116,515 | $3,515,000 | 0.70% |
| MILLIE CAPITAL MANAGEMENT, LLC | 20,315 | $613,000 | 0.68% |
| Bellecapital International Ltd. | 18,953 | $572,000 | 0.64% |
| SENTINEL TRUST CO LBA | 61,555 | $1,857,000 | 0.27% |