ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $221,000 | +4.7% | 7,413 | +2.6% | 0.01% | -12.5% |
| Q3 2019 | $211,000 | -16.3% | 7,227 | -12.0% | 0.01% | -11.1% |
| Q2 2019 | $252,000 | -14.3% | 8,213 | -12.6% | 0.01% | -10.0% |
| Q1 2019 | $294,000 | -21.4% | 9,398 | -10.3% | 0.01% | -23.1% |
| Q3 2018 | $374,000 | -14.2% | 10,479 | -11.6% | 0.01% | -18.8% |
| Q2 2018 | $436,000 | +23.2% | 11,849 | +10.1% | 0.02% | +14.3% |
| Q1 2018 | $354,000 | -48.5% | 10,764 | -44.7% | 0.01% | -48.1% |
| Q4 2017 | $688,000 | +11.7% | 19,465 | +6.3% | 0.03% | 0.0% |
| Q3 2017 | $616,000 | +13.0% | 18,305 | +6.5% | 0.03% | +12.5% |
| Q2 2017 | $545,000 | -32.1% | 17,186 | -27.6% | 0.02% | -42.9% |
| Q1 2017 | $803,000 | +11.1% | 23,751 | +18.2% | 0.04% | +13.5% |
| Q4 2016 | $723,000 | -4.7% | 20,099 | -8.7% | 0.04% | -7.5% |
| Q3 2016 | $759,000 | +1.3% | 22,014 | -2.3% | 0.04% | -4.8% |
| Q2 2016 | $749,000 | +17.2% | 22,527 | +5.1% | 0.04% | +16.7% |
| Q1 2016 | $639,000 | -11.6% | 21,425 | -16.7% | 0.04% | -2.7% |
| Q4 2015 | $723,000 | -8.4% | 25,714 | -6.0% | 0.04% | -14.0% |
| Q3 2015 | $789,000 | -46.2% | 27,355 | -32.5% | 0.04% | -34.8% |
| Q2 2015 | $1,467,000 | +24.9% | 40,532 | +29.4% | 0.07% | -15.4% |
| Q1 2015 | $1,175,000 | -4.5% | 31,315 | -2.5% | 0.08% | -13.3% |
| Q4 2014 | $1,231,000 | -9.4% | 32,127 | +5.4% | 0.09% | -16.7% |
| Q3 2014 | $1,359,000 | -19.4% | 30,494 | -9.8% | 0.11% | -12.9% |
| Q2 2014 | $1,686,000 | +18.9% | 33,809 | +5.6% | 0.12% | +17.0% |
| Q1 2014 | $1,418,000 | -4.1% | 32,024 | -6.4% | 0.11% | -10.9% |
| Q4 2013 | $1,479,000 | +20.4% | 34,214 | +15.2% | 0.12% | +67.6% |
| Q3 2013 | $1,228,000 | +30.9% | 29,694 | +20.1% | 0.07% | -5.3% |
| Q2 2013 | $938,000 | – | 24,734 | – | 0.08% | – |
Download | ||||||
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% |