Mercer Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mercer Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$1,524,974,000
+15.5%
48,5970.0%28.83%
-2.0%
Q4 2018$1,320,866,000
-24.2%
48,5970.0%29.40%
-10.4%
Q3 2018$1,742,202,000
-37.8%
48,597
-36.0%
32.81%
-10.8%
Q2 2018$2,800,144,000
-48.3%
75,967
-53.6%
36.79%
+73.0%
Q1 2018$5,415,177,000
-5.3%
163,601
+1.4%
21.26%
+37.9%
Q4 2017$5,717,357,000
-1.4%
161,325
-6.3%
15.42%
+42.3%
Q3 2017$5,797,831,000
+6.6%
172,196
+0.2%
10.83%
-11.2%
Q2 2017$5,439,318,000
-45.2%
171,804
-40.7%
12.20%
-36.7%
Q1 2017$9,928,898,000
+48.7%
289,726
+55.9%
19.26%
+57.9%
Q4 2016$6,679,243,000
-84.4%
185,793
-85.0%
12.20%
-51.2%
Q3 2016$42,741,496,000
+445.5%
1,240,322
+425.9%
24.99%
+173.8%
Q2 2016$7,834,811,000
+9.0%
235,846
-2.4%
9.13%
+28.9%
Q1 2016$7,185,392,000
-2.9%
241,688
-8.1%
7.08%
+19.6%
Q4 2015$7,402,012,000
-2.6%
263,042
+0.5%
5.92%
-4.9%
Q3 2015$7,600,940,000
-19.5%
261,740
+0.5%
6.22%
+0.0%
Q2 2015$9,445,922,000
+412.9%
260,362
+430.8%
6.22%
+260.7%
Q1 2015$1,841,497,000
+61550.4%
49,054
+68030.6%
1.72%
+24542.9%
Q3 2013$2,987,000
+38.7%
72
-99.9%
0.01%
-99.8%
Q2 2013$2,153,00082,3454.29%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders