ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,935,000 | +0.3% | 53,809 | -3.9% | 0.06% | -4.5% |
| Q3 2016 | $1,930,000 | +1.4% | 55,990 | -2.3% | 0.07% | -2.9% |
| Q2 2016 | $1,904,000 | +33.3% | 57,313 | +19.3% | 0.07% | +13.3% |
| Q1 2016 | $1,428,000 | +1.3% | 48,045 | -4.1% | 0.06% | -6.2% |
| Q4 2015 | $1,410,000 | +66.7% | 50,113 | +71.9% | 0.06% | -3.0% |
| Q3 2015 | $846,000 | -14.0% | 29,144 | +7.5% | 0.07% | -5.7% |
| Q2 2015 | $984,000 | +25.7% | 27,118 | +30.0% | 0.07% | +27.3% |
| Q1 2015 | $783,000 | +52.3% | 20,862 | +55.4% | 0.06% | -1.8% |
| Q4 2014 | $514,000 | -31.5% | 13,423 | -19.9% | 0.06% | -37.8% |
| Q3 2014 | $750,000 | -4.3% | 16,757 | +6.8% | 0.09% | -14.3% |
| Q2 2014 | $784,000 | -41.0% | 15,697 | -47.6% | 0.10% | +9.4% |
| Q1 2014 | $1,328,000 | +161.9% | 29,956 | +156.2% | 0.10% | +24.7% |
| Q4 2013 | $507,000 | +77.3% | 11,694 | +69.3% | 0.08% | +54.0% |
| Q3 2013 | $286,000 | -10.1% | 6,908 | -16.8% | 0.05% | -21.9% |
| Q2 2013 | $318,000 | – | 8,305 | – | 0.06% | – |
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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% |