ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2 | -94.1% | 62 | -93.0% | 0.00% | – |
| Q2 2023 | $34 | +9.7% | 887 | +12.0% | 0.00% | – |
| Q1 2023 | $31 | -100.0% | 792 | -82.9% | 0.00% | – |
| Q3 2022 | $161,000 | +235.4% | 4,636 | +240.9% | 0.00% | – |
| Q2 2022 | $48,000 | +2300.0% | 1,360 | +1260.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -75.0% | 100 | -50.0% | 0.00% | – |
| Q2 2020 | $4,000 | +100.0% | 200 | +227.9% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -95.9% | 61 | -96.4% | 0.00% | -100.0% |
| Q3 2015 | $49,000 | – | 1,689 | – | 0.00% | – |
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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% |