ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 152 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 4.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,402,000 | +0.6% | 101,038 | -5.4% | 0.07% | -2.9% |
| Q2 2017 | $3,382,000 | -8.6% | 106,814 | -1.1% | 0.07% | -10.5% |
| Q1 2017 | $3,701,000 | -6.5% | 107,990 | -1.9% | 0.08% | -10.6% |
| Q4 2016 | $3,957,000 | +1.6% | 110,070 | -2.6% | 0.08% | -6.6% |
| Q3 2016 | $3,894,000 | +4.2% | 112,998 | +0.5% | 0.09% | +3.4% |
| Q2 2016 | $3,737,000 | +13.0% | 112,480 | +1.1% | 0.09% | +10.0% |
| Q1 2016 | $3,306,000 | +31.3% | 111,206 | +24.3% | 0.08% | +25.0% |
| Q4 2015 | $2,518,000 | -0.1% | 89,480 | +3.1% | 0.06% | -9.9% |
| Q3 2015 | $2,520,000 | -21.8% | 86,788 | -2.3% | 0.07% | -16.5% |
| Q2 2015 | $3,223,000 | -2.0% | 88,836 | +1.4% | 0.08% | -3.4% |
| Q1 2015 | $3,288,000 | +15.1% | 87,598 | +17.5% | 0.09% | +12.8% |
| Q4 2014 | $2,856,000 | -12.8% | 74,530 | +1.8% | 0.08% | -17.9% |
| Q3 2014 | $3,276,000 | -12.3% | 73,215 | -2.1% | 0.10% | -12.8% |
| Q2 2014 | $3,735,000 | +9.9% | 74,776 | -2.5% | 0.11% | +6.9% |
| Q1 2014 | $3,397,000 | +2.7% | 76,673 | +0.6% | 0.10% | +2.0% |
| Q4 2013 | $3,308,000 | +8.1% | 76,245 | +3.2% | 0.10% | -6.5% |
| Q3 2013 | $3,061,000 | +9.1% | 73,861 | +0.7% | 0.11% | +3.9% |
| Q2 2013 | $2,805,000 | – | 73,322 | – | 0.10% | – |
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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% |