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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $4,000 | -60.0% | 100 | -63.6% | 0.00% | -50.0% |
| Q1 2015 | $10,000 | -79.2% | 275 | -74.6% | 0.00% | -81.8% |
| Q3 2014 | $48,000 | -20.0% | 1,083 | -9.1% | 0.01% | -21.4% |
| Q2 2014 | $60,000 | +53.8% | 1,192 | +33.8% | 0.01% | +40.0% |
| Q1 2014 | $39,000 | -11.4% | 891 | -11.8% | 0.01% | -9.1% |
| Q4 2013 | $44,000 | -36.2% | 1,010 | -39.3% | 0.01% | -42.1% |
| Q3 2013 | $69,000 | +7.8% | 1,665 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $64,000 | – | 1,665 | – | 0.02% | – |
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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% |