ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 76 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.91 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $430,000 | +2.4% | 14,740 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $420,000 | +3.7% | 14,740 | 0.0% | 0.05% | -1.8% |
| Q1 2017 | $405,000 | -37.2% | 14,740 | -39.9% | 0.06% | -41.5% |
| Q4 2016 | $645,000 | -11.4% | 24,540 | +1.7% | 0.09% | -13.8% |
| Q3 2016 | $728,000 | +7.9% | 24,140 | +4.3% | 0.11% | +0.9% |
| Q2 2016 | $675,000 | +4.8% | 23,140 | +5.0% | 0.11% | +3.8% |
| Q1 2016 | $644,000 | +2.7% | 22,040 | -2.0% | 0.10% | +5.1% |
| Q4 2015 | $627,000 | -4.7% | 22,480 | -4.3% | 0.10% | -10.0% |
| Q3 2015 | $658,000 | -4.8% | 23,480 | +1.0% | 0.11% | +4.8% |
| Q2 2015 | $691,000 | +5.2% | 23,245 | +9.9% | 0.10% | +6.1% |
| Q1 2015 | $657,000 | +61.4% | 21,155 | +56.1% | 0.10% | +57.1% |
| Q4 2014 | $407,000 | -2.6% | 13,555 | -2.5% | 0.06% | -7.4% |
| Q3 2014 | $418,000 | -6.5% | 13,905 | 0.0% | 0.07% | -10.5% |
| Q2 2014 | $447,000 | +8.2% | 13,905 | +1.2% | 0.08% | +1.3% |
| Q1 2014 | $413,000 | +34.5% | 13,740 | +38.2% | 0.08% | +29.3% |
| Q4 2013 | $307,000 | -64.7% | 9,940 | -61.7% | 0.06% | -67.8% |
| Q3 2013 | $870,000 | +7.0% | 25,940 | 0.0% | 0.18% | -1.1% |
| Q2 2013 | $813,000 | – | 25,940 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED WEALTH COUNSEL, LLC | 274,275 | $7,682,000 | 12.86% |
| Trust Co | 211,474 | $5,923,000 | 3.36% |
| Madrona Financial Services, LLC | 104,386 | $2,924,000 | 3.16% |
| Emery Howard Portfolio Management, Inc. | 260,715 | $7,303,000 | 2.00% |
| Bellecapital International Ltd. | 46,824 | $1,312,000 | 1.94% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 53,047 | $1,486,000 | 1.70% |
| ASPIRIANT, LLC | 275,444 | $7,715,000 | 0.64% |
| COURIER CAPITAL LLC | 101,632 | $2,847,000 | 0.63% |
| MILLIE CAPITAL MANAGEMENT, LLC | 20,515 | $575,000 | 0.52% |
| Parkside Financial Bank & Trust | 16,011 | $448,000 | 0.26% |