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 2023 | $311,925 | +7.1% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $291,150 | +3.2% | 7,500 | -25.2% | 0.00% | -33.3% |
| Q4 2015 | $282,000 | -25.6% | 10,022 | -23.1% | 0.00% | -40.0% |
| Q3 2015 | $379,000 | -41.2% | 13,035 | -26.6% | 0.01% | -28.6% |
| Q2 2015 | $645,000 | -39.6% | 17,767 | -32.8% | 0.01% | -46.2% |
| Q1 2015 | $1,068,000 | -59.1% | 26,455 | -61.2% | 0.01% | -35.0% |
| Q4 2014 | $2,612,000 | +35.4% | 68,172 | +58.1% | 0.02% | -39.4% |
| Q3 2014 | $1,929,000 | -5.4% | 43,106 | +5.6% | 0.03% | -13.2% |
| Q2 2014 | $2,039,000 | -21.5% | 40,829 | -30.4% | 0.04% | -30.9% |
| Q1 2014 | $2,598,000 | +90.1% | 58,624 | +86.0% | 0.06% | +17.0% |
| Q4 2013 | $1,367,000 | +50.9% | 31,512 | +44.2% | 0.05% | +62.1% |
| Q3 2013 | $906,000 | +10.9% | 21,852 | +2.3% | 0.03% | +31.8% |
| Q2 2013 | $817,000 | – | 21,357 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 263,042 | $7,402,012,000 | 5.92% |
| Family Firm, Inc. | 244,861 | $6,890,000 | 3.66% |
| Roble, Belko & Company, Inc | 168,208 | $4,733,000 | 2.85% |
| MOLLER WEALTH PARTNERS | 176,432 | $4,965,000 | 2.74% |
| MAKENA CAPITAL MANAGEMENT LLC | 944,745 | $26,585,000 | 2.72% |
| Lattice Strategies LLC | 90,460 | $2,546,000 | 2.01% |
| Cetera Investment Advisers | 108,753 | $3,064,000 | 1.41% |
| Pure Financial Advisors, LLC | 111,988 | $3,151,000 | 1.37% |
| AVALON CAPITAL MANAGEMENT | 48,182 | $1,356,000 | 1.22% |
| Courage Miller Partners, LLC | 50,936 | $1,433,000 | 0.99% |