ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 144 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 6.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $200,000 | -12.3% | 5,597 | -18.5% | 0.02% | -23.8% |
| Q3 2015 | $228,000 | -6.6% | 6,865 | -6.7% | 0.02% | -4.5% |
| Q2 2015 | $244,000 | -18.9% | 7,355 | -2.7% | 0.02% | -18.5% |
| Q1 2015 | $301,000 | -99.9% | 7,559 | -9.1% | 0.03% | +28.6% |
| Q4 2014 | $303,680,000 | +76393.7% | 8,320 | -8.8% | 0.02% | -30.0% |
| Q3 2014 | $397,000 | -12.7% | 9,119 | +0.0% | 0.03% | -16.7% |
| Q2 2014 | $455,000 | +4.8% | 9,118 | -5.9% | 0.04% | -2.7% |
| Q1 2014 | $434,000 | +31.1% | 9,685 | +26.3% | 0.04% | +23.3% |
| Q4 2013 | $331,000 | – | 7,671 | – | 0.03% | – |
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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% |