ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 3.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $276 | -17.1% | 7,049 | -14.0% | 0.00% | -40.0% |
| Q4 2022 | $333 | -100.0% | 8,194 | -88.1% | 0.01% | -80.8% |
| Q3 2022 | $2,398,000 | +32.0% | 68,995 | +36.7% | 0.03% | +30.0% |
| Q2 2022 | $1,816,000 | +68.0% | 50,479 | +28.7% | 0.02% | +81.8% |
| Q1 2021 | $1,081,000 | -22.3% | 39,224 | -34.3% | 0.01% | -60.7% |
| Q4 2020 | $1,391,000 | -42.7% | 59,732 | -18.3% | 0.03% | -98.1% |
| Q2 2016 | $2,429,000 | +210.2% | 73,134 | +238.6% | 1.48% | +299.7% |
| Q2 2015 | $783,000 | – | 21,599 | – | 0.37% | – |
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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% |