ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 148 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.20 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,551,704 | +7.5% | 39,615 | +11.6% | 0.03% | -3.3% |
| Q4 2022 | $1,442,791 | +24.1% | 35,484 | +6.0% | 0.03% | +15.4% |
| Q3 2022 | $1,163,000 | -5.7% | 33,461 | -2.3% | 0.03% | 0.0% |
| Q2 2022 | $1,233,000 | -15.5% | 34,258 | -5.1% | 0.03% | 0.0% |
| Q1 2022 | $1,460,000 | -35.6% | 36,100 | -41.3% | 0.03% | -74.0% |
| Q2 2018 | $2,266,000 | +238.7% | 61,485 | +209.3% | 0.10% | +177.8% |
| Q3 2017 | $669,000 | +12.1% | 19,880 | +5.4% | 0.04% | -2.7% |
| Q2 2017 | $597,000 | -9.5% | 18,853 | -2.1% | 0.04% | -14.0% |
| Q1 2017 | $660,000 | -44.5% | 19,265 | -41.7% | 0.04% | -52.7% |
| Q4 2016 | $1,189,000 | +20.8% | 33,067 | +15.8% | 0.09% | +1.1% |
| Q3 2016 | $984,000 | -62.0% | 28,562 | -63.5% | 0.09% | -67.7% |
| Q2 2016 | $2,587,000 | +313.3% | 78,274 | +271.5% | 0.28% | +293.0% |
| Q1 2016 | $626,000 | -13.7% | 21,067 | +30.1% | 0.07% | -4.1% |
| Q3 2014 | $725,000 | +109.5% | 16,193 | +133.7% | 0.07% | +111.4% |
| Q2 2014 | $346,000 | – | 6,930 | – | 0.04% | – |
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% |