ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2023 | $5 | +150.0% | 130 | +225.0% | 0.00% | – |
| Q1 2023 | $2 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $2 | -99.8% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 40 | -36.5% | 0.00% | – |
| Q4 2021 | $2,000 | -93.3% | 63 | -92.5% | 0.00% | – |
| Q3 2018 | $30,000 | -3.2% | 841 | 0.0% | 0.00% | – |
| Q2 2018 | $31,000 | +10.7% | 841 | 0.0% | 0.00% | – |
| Q1 2018 | $28,000 | -6.7% | 841 | 0.0% | 0.00% | – |
| Q4 2017 | $30,000 | -31.8% | 841 | -35.4% | 0.00% | – |
| Q3 2017 | $44,000 | -64.8% | 1,301 | -67.2% | 0.00% | -100.0% |
| Q2 2017 | $125,000 | -8.1% | 3,968 | +0.2% | 0.00% | 0.0% |
| Q1 2017 | $136,000 | +100.0% | 3,962 | +108.4% | 0.00% | – |
| Q4 2016 | $68,000 | – | 1,901 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 75,967 | $2,800,144,000 | 36.79% |
| AVALON CAPITAL MANAGEMENT | 217,833 | $8,029,000 | 7.98% |
| M Financial Asset Management, Inc. | 9,329 | $345,000 | 4.65% |
| Family Firm, Inc. | 270,058 | $9,954,000 | 3.73% |
| MOLLER WEALTH PARTNERS | 146,042 | $5,383,000 | 2.09% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 63,856 | $2,354,000 | 1.11% |
| Cetera Investment Advisers | 160,201 | $5,896,000 | 1.04% |
| M Holdings Securities, Inc. | 92,990 | $3,428,000 | 0.94% |
| Rampart Investment Management Company, LLC | 188,781 | $6,958,000 | 0.68% |
| Courage Miller Partners, LLC | 30,195 | $1,112,000 | 0.66% |