ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 81 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $3,595,000 | – | 111,890 | – | 0.72% | – |
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% |