ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.49 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,795 | +7.2% | 500 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $19,405 | -0.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,580 | -3.7% | 500 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $20,325 | +19.6% | 500 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $17,000 | -5.6% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $18,000 | -10.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $20,000 | +25.0% | 500 | 0.0% | 0.01% | +50.0% |
| Q4 2021 | $16,000 | +6.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +16.7% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $12,000 | +20.0% | 500 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $10,000 | -69.7% | 500 | -66.7% | 0.01% | -70.6% |
| Q2 2020 | $33,000 | +32.0% | 1,500 | 0.0% | 0.02% | +13.3% |
| Q1 2020 | $25,000 | -44.4% | 1,500 | 0.0% | 0.02% | -28.6% |
| Q4 2019 | $45,000 | +2.3% | 1,500 | 0.0% | 0.02% | -4.5% |
| Q3 2019 | $44,000 | -4.3% | 1,500 | 0.0% | 0.02% | -4.3% |
| Q2 2019 | $46,000 | -2.1% | 1,500 | 0.0% | 0.02% | -4.2% |
| Q1 2019 | $47,000 | +14.6% | 1,500 | 0.0% | 0.02% | +4.3% |
| Q4 2018 | $41,000 | -24.1% | 1,500 | 0.0% | 0.02% | -14.8% |
| Q3 2018 | $54,000 | -1.8% | 1,500 | 0.0% | 0.03% | -12.9% |
| Q2 2018 | $55,000 | +10.0% | 1,500 | 0.0% | 0.03% | +6.9% |
| Q1 2018 | $50,000 | -5.7% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $53,000 | +6.0% | 1,500 | 0.0% | 0.03% | +3.6% |
| Q3 2017 | $50,000 | +6.4% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $47,000 | -7.8% | 1,500 | 0.0% | 0.03% | -6.7% |
| Q1 2017 | $51,000 | +2.0% | 1,500 | 0.0% | 0.03% | -3.2% |
| Q4 2016 | $50,000 | -3.8% | 1,500 | 0.0% | 0.03% | -3.1% |
| Q3 2016 | $52,000 | +4.0% | 1,500 | 0.0% | 0.03% | +3.2% |
| Q2 2016 | $50,000 | +11.1% | 1,500 | 0.0% | 0.03% | +10.7% |
| Q1 2016 | $45,000 | +7.1% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $42,000 | -4.5% | 1,500 | 0.0% | 0.03% | -9.7% |
| Q3 2015 | $44,000 | -18.5% | 1,500 | 0.0% | 0.03% | -13.9% |
| Q2 2015 | $54,000 | -3.6% | 1,500 | 0.0% | 0.04% | -2.7% |
| Q1 2015 | $56,000 | -1.8% | 1,500 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $57,000 | -14.9% | 1,500 | 0.0% | 0.04% | -17.8% |
| Q3 2014 | $67,000 | -10.7% | 1,500 | 0.0% | 0.04% | -6.2% |
| Q2 2014 | $75,000 | +13.6% | 1,500 | 0.0% | 0.05% | -2.0% |
| Q1 2014 | $66,000 | +1.5% | 1,500 | 0.0% | 0.05% | +14.0% |
| Q4 2013 | $65,000 | – | 1,500 | – | 0.04% | – |
Download | ||||||
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% |