AVALON CAPITAL MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 135 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
AVALON CAPITAL MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$284,369
-95.7%
6,994
-96.2%
0.14%
-94.7%
Q2 2022$6,649,000
-16.9%
184,788
-9.7%
2.72%
-11.4%
Q1 2022$8,004,000
+27.6%
204,607
+2.7%
3.07%
+11.1%
Q4 2021$6,273,000
+8.7%
199,281
+1.4%
2.76%
-14.6%
Q3 2021$5,773,000
+2218.5%
196,562
+2298.3%
3.24%
+1441.9%
Q2 2021$249,000
-15.0%
8,196
-15.7%
0.21%
-41.0%
Q4 2019$293,000
-96.4%
9,722
-95.5%
0.36%
-95.5%
Q2 2018$8,029,000
+980.6%
217,833
+939.2%
7.98%
+1103.2%
Q4 2017$743,000
-32.0%
20,961
-35.4%
0.66%
-12.3%
Q3 2017$1,092,000
-81.2%
32,444
-79.9%
0.76%
-82.9%
Q4 2016$5,801,000
+36.8%
161,364
+31.1%
4.42%
+35.6%
Q3 2016$4,241,000
-35.9%
123,072
-38.2%
3.26%
-37.0%
Q2 2016$6,621,000
+57.2%
199,294
+40.7%
5.18%
+53.3%
Q1 2016$4,212,000
+210.6%
141,680
+194.1%
3.38%
+176.1%
Q4 2015$1,356,000
-50.8%
48,182
-34.4%
1.22%
-45.1%
Q1 2015$2,758,000
+173.1%
73,470
+178.9%
2.23%
+187.2%
Q4 2014$1,010,000
-16.3%
26,345
-2.2%
0.78%
-22.8%
Q3 2014$1,206,000
-24.4%
26,945
-15.7%
1.00%
-24.2%
Q2 2014$1,596,000
+22.3%
31,958
+8.5%
1.33%
+25.8%
Q1 2014$1,305,000
+27.7%
29,443
+25.1%
1.05%
+22.3%
Q4 2013$1,022,000
-23.4%
23,543
-26.9%
0.86%
-34.5%
Q3 2013$1,335,000
+46.4%
32,223
+35.1%
1.32%
+46.8%
Q2 2013$912,00023,8430.90%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Mercer Investments LLC 75,967$2,800,144,00036.79%
AVALON CAPITAL MANAGEMENT 217,833$8,029,0007.98%
M Financial Asset Management, Inc. 9,329$345,0004.65%
Family Firm, Inc. 270,058$9,954,0003.73%
MOLLER WEALTH PARTNERS 146,042$5,383,0002.09%
INTERACTIVE FINANCIAL ADVISORS, INC. 63,856$2,354,0001.11%
Cetera Investment Advisers 160,201$5,896,0001.04%
M Holdings Securities, Inc. 92,990$3,428,0000.94%
Rampart Investment Management Company, LLC 188,781$6,958,0000.68%
Courage Miller Partners, LLC 30,195$1,112,0000.66%
View complete list of ISHARES TR shareholders