ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 3.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,413 | +6.8% | 33,980 | -0.3% | 0.12% | +8.2% |
| Q2 2023 | $1,323 | +1.5% | 34,080 | +2.4% | 0.11% | -3.5% |
| Q1 2023 | $1,304 | +13.3% | 33,280 | +17.6% | 0.11% | +7.5% |
| Q4 2022 | $1,151 | -99.9% | 28,305 | -20.9% | 0.11% | -13.8% |
| Q3 2022 | $1,244,000 | -1.4% | 35,795 | +2.1% | 0.12% | +6.0% |
| Q2 2022 | $1,262,000 | -12.9% | 35,075 | -2.1% | 0.12% | +1.8% |
| Q1 2022 | $1,449,000 | +28.5% | 35,825 | 0.0% | 0.11% | +31.0% |
| Q4 2021 | $1,128,000 | +7.9% | 35,825 | +0.6% | 0.09% | -1.1% |
| Q3 2021 | $1,045,000 | -7.3% | 35,595 | -3.9% | 0.09% | -2.2% |
| Q2 2021 | $1,127,000 | +49.5% | 37,045 | +35.5% | 0.09% | +38.5% |
| Q1 2021 | $754,000 | +167.4% | 27,345 | +125.5% | 0.06% | +140.7% |
| Q4 2020 | $282,000 | – | 12,125 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 263,042 | $7,402,012,000 | 5.92% |
| Family Firm, Inc. | 244,861 | $6,890,000 | 3.66% |
| Roble, Belko & Company, Inc | 168,208 | $4,733,000 | 2.85% |
| MOLLER WEALTH PARTNERS | 176,432 | $4,965,000 | 2.74% |
| MAKENA CAPITAL MANAGEMENT LLC | 944,745 | $26,585,000 | 2.72% |
| Lattice Strategies LLC | 90,460 | $2,546,000 | 2.01% |
| Cetera Investment Advisers | 108,753 | $3,064,000 | 1.41% |
| Pure Financial Advisors, LLC | 111,988 | $3,151,000 | 1.37% |
| AVALON CAPITAL MANAGEMENT | 48,182 | $1,356,000 | 1.22% |
| Courage Miller Partners, LLC | 50,936 | $1,433,000 | 0.99% |