ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 144 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 6.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $409,790 | +10.6% | 9,108 | +0.1% | 0.00% | – |
Q4 2023 | $370,646 | -6.7% | 9,102 | -4.7% | 0.00% | – |
Q3 2023 | $397,319 | +7.2% | 9,553 | +0.1% | 0.00% | – |
Q2 2023 | $370,478 | -35.7% | 9,544 | -35.2% | 0.00% | – |
Q1 2023 | $576,528 | -3.2% | 14,719 | +0.5% | 0.00% | – |
Q4 2022 | $595,545 | +24.9% | 14,647 | +6.8% | 0.00% | – |
Q3 2022 | $477,000 | +9.7% | 13,718 | +13.6% | 0.00% | – |
Q2 2022 | $435,000 | -17.5% | 12,081 | -7.3% | 0.00% | – |
Q1 2022 | $527,000 | -20.2% | 13,037 | -37.8% | 0.00% | – |
Q4 2021 | $660,000 | +5.4% | 20,951 | -1.6% | 0.00% | – |
Q3 2021 | $626,000 | -4.9% | 21,296 | -1.5% | 0.00% | – |
Q2 2021 | $658,000 | +9.7% | 21,627 | -0.7% | 0.00% | – |
Q1 2021 | $600,000 | -44.5% | 21,774 | -53.1% | 0.00% | – |
Q4 2020 | $1,082,000 | +23.9% | 46,462 | +5.3% | 0.00% | – |
Q3 2020 | $873,000 | -2.7% | 44,106 | +6.6% | 0.00% | – |
Q2 2020 | $897,000 | -3.2% | 41,367 | -25.8% | 0.00% | – |
Q1 2020 | $927,000 | -27.6% | 55,723 | +30.9% | 0.00% | – |
Q4 2019 | $1,281,000 | -22.1% | 42,568 | -24.7% | 0.00% | – |
Q3 2019 | $1,644,000 | -9.9% | 56,515 | -4.9% | 0.00% | – |
Q2 2019 | $1,825,000 | +7.2% | 59,441 | +9.5% | 0.00% | – |
Q1 2019 | $1,703,000 | +11.8% | 54,267 | -3.1% | 0.00% | – |
Q4 2018 | $1,523,000 | -17.6% | 56,032 | +8.6% | 0.00% | – |
Q3 2018 | $1,849,000 | -2.5% | 51,584 | +0.3% | 0.00% | -100.0% |
Q2 2018 | $1,896,000 | +13.3% | 51,423 | +1.7% | 0.00% | – |
Q1 2018 | $1,674,000 | -0.8% | 50,561 | +6.2% | 0.00% | – |
Q4 2017 | $1,688,000 | +11.6% | 47,629 | +6.0% | 0.00% | – |
Q3 2017 | $1,512,000 | +10.8% | 44,924 | +4.2% | 0.00% | – |
Q2 2017 | $1,365,000 | -10.1% | 43,129 | -2.7% | 0.00% | – |
Q1 2017 | $1,519,000 | +13.2% | 44,328 | +18.7% | 0.00% | – |
Q4 2016 | $1,342,000 | -0.6% | 37,334 | -4.7% | 0.00% | – |
Q3 2016 | $1,350,000 | +4.4% | 39,188 | +0.6% | 0.00% | – |
Q2 2016 | $1,293,000 | +27.3% | 38,953 | +13.9% | 0.00% | – |
Q1 2016 | $1,016,000 | +12.4% | 34,195 | +6.5% | 0.00% | – |
Q4 2015 | $904,000 | -91.4% | 32,120 | -91.1% | 0.00% | -100.0% |
Q3 2015 | $10,502,000 | -20.2% | 361,643 | -0.3% | 0.00% | -25.0% |
Q2 2015 | $13,156,000 | -9.1% | 362,630 | -6.0% | 0.00% | 0.0% |
Q1 2015 | $14,479,000 | +1.2% | 385,666 | +3.3% | 0.00% | 0.0% |
Q4 2014 | $14,302,000 | -17.9% | 373,254 | -4.1% | 0.00% | -20.0% |
Q3 2014 | $17,421,000 | -54.2% | 389,298 | -48.9% | 0.01% | 0.0% |
Q2 2014 | $38,044,000 | +123.7% | 761,666 | +98.5% | 0.01% | 0.0% |
Q1 2014 | $17,006,000 | -7.9% | 383,791 | -9.8% | 0.01% | 0.0% |
Q4 2013 | $18,462,000 | -47.7% | 425,504 | -50.1% | 0.01% | 0.0% |
Q3 2013 | $35,322,000 | +109.3% | 852,424 | +93.2% | 0.01% | 0.0% |
Q2 2013 | $16,878,000 | – | 441,154 | – | 0.01% | – |
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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% |