ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 126 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 6.72 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,717 | +12.7% | 9,130 | +5.2% | 0.00% | – |
| Q2 2023 | $336,996 | -63.9% | 8,681 | -63.5% | 0.00% | -100.0% |
| Q1 2023 | $932,599 | -23.0% | 23,809 | -20.0% | 0.00% | 0.0% |
| Q4 2022 | $1,210,773 | +0.6% | 29,778 | -14.0% | 0.00% | 0.0% |
| Q3 2022 | $1,203,000 | -10.3% | 34,621 | -7.1% | 0.00% | 0.0% |
| Q2 2022 | $1,341,000 | -25.1% | 37,262 | -15.8% | 0.00% | -50.0% |
| Q1 2022 | $1,790,000 | +117.2% | 44,264 | +69.1% | 0.00% | +100.0% |
| Q4 2021 | $824,000 | +0.1% | 26,177 | -6.6% | 0.00% | 0.0% |
| Q3 2021 | $823,000 | -9.1% | 28,034 | -5.7% | 0.00% | 0.0% |
| Q2 2021 | $905,000 | +16.5% | 29,741 | +5.6% | 0.00% | 0.0% |
| Q1 2021 | $777,000 | +18.8% | 28,173 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $654,000 | -5.6% | 28,087 | -19.7% | 0.00% | 0.0% |
| Q3 2020 | $693,000 | -3.5% | 34,979 | +5.7% | 0.00% | 0.0% |
| Q2 2020 | $718,000 | +224.9% | 33,103 | +149.6% | 0.00% | – |
| Q1 2020 | $221,000 | -51.7% | 13,264 | -12.8% | 0.00% | -100.0% |
| Q4 2019 | $458,000 | +13.1% | 15,210 | +9.1% | 0.00% | 0.0% |
| Q3 2019 | $405,000 | -20.9% | 13,937 | -16.4% | 0.00% | 0.0% |
| Q2 2019 | $512,000 | -0.8% | 16,667 | +1.3% | 0.00% | 0.0% |
| Q1 2019 | $516,000 | +13.7% | 16,449 | -1.6% | 0.00% | 0.0% |
| Q4 2018 | $454,000 | -18.8% | 16,710 | +7.2% | 0.00% | 0.0% |
| Q3 2018 | $559,000 | -5.4% | 15,584 | -2.8% | 0.00% | 0.0% |
| Q2 2018 | $591,000 | +0.3% | 16,028 | -10.0% | 0.00% | 0.0% |
| Q1 2018 | $589,000 | -3.6% | 17,808 | +3.4% | 0.00% | 0.0% |
| Q4 2017 | $611,000 | +18.2% | 17,229 | +12.1% | 0.00% | 0.0% |
| Q3 2017 | $517,000 | -2.8% | 15,364 | -8.6% | 0.00% | 0.0% |
| Q2 2017 | $532,000 | -32.2% | 16,812 | -26.6% | 0.00% | -50.0% |
| Q1 2017 | $785,000 | -23.0% | 22,902 | -19.3% | 0.00% | -33.3% |
| Q4 2016 | $1,020,000 | +53.2% | 28,363 | +46.7% | 0.00% | +50.0% |
| Q3 2016 | $666,000 | +4.2% | 19,339 | +0.5% | 0.00% | 0.0% |
| Q2 2016 | $639,000 | +50.7% | 19,239 | +34.8% | 0.00% | +100.0% |
| Q1 2016 | $424,000 | +34.6% | 14,270 | +27.5% | 0.00% | 0.0% |
| Q4 2015 | $315,000 | -19.2% | 11,194 | +4.2% | 0.00% | 0.0% |
| Q2 2015 | $390,000 | -7.6% | 10,738 | -2.6% | 0.00% | -50.0% |
| Q4 2014 | $422,000 | -10.6% | 11,023 | +4.5% | 0.00% | -33.3% |
| Q3 2014 | $472,000 | -13.7% | 10,551 | -3.6% | 0.00% | 0.0% |
| Q2 2014 | $547,000 | +22.6% | 10,947 | +8.8% | 0.00% | 0.0% |
| Q1 2014 | $446,000 | -3.7% | 10,065 | -5.7% | 0.00% | 0.0% |
| Q4 2013 | $463,000 | -77.7% | 10,674 | -78.7% | 0.00% | -83.3% |
| Q3 2013 | $2,075,000 | +20.3% | 50,064 | +11.0% | 0.02% | +12.5% |
| Q2 2013 | $1,725,000 | – | 45,085 | – | 0.02% | – |
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% |