ASHFORD CAPITAL MANAGEMENT INC - ISHARES TR ownership

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
ASHFORD CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2015$3,812,000
+31.2%
128,196
+37.0%
0.42%
-29.6%
Q1 2015$2,905,000
-22.9%
93,568
-25.4%
0.59%
-21.2%
Q4 2014$3,769,000
+1.4%
125,467
+1.4%
0.75%
-6.0%
Q3 2014$3,716,000
+3.4%
123,716
+10.6%
0.80%
+10.8%
Q2 2014$3,595,000111,8900.72%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 66,657$1,403,7961.66%
Chandler Asset Management, Inc. 264,322$5,0331.45%
Old Port Advisors 119,752$2,521,9780.95%
MARYLAND CAPITAL ADVISORS INC. 47,333$996,8330.93%
Running Point Capital Advisors, LLC 56,104$1,181,5500.73%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 373,695$7,870,0190.56%
Family Firm, Inc. 89,319$1,881,0530.55%
AWM CAPITAL, LLC 70,208$1,478,5800.50%
AGILIS PARTNERS LLC 46,385$9770.45%
Financial Alternatives, Inc 17,124$360,6310.36%
View complete list of ISHARES TR shareholders