ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 130 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 90 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -66.7% | 90 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $3,000 | -85.0% | 90 | -86.0% | 0.00% | -75.0% |
| Q2 2019 | $20,000 | 0.0% | 642 | +0.6% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | -39.4% | 638 | -46.8% | 0.00% | -42.9% |
| Q4 2018 | $33,000 | -21.4% | 1,199 | +1.3% | 0.01% | -22.2% |
| Q3 2018 | $42,000 | – | 1,184 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 263,042 | $7,402,012,000 | 5.92% |
| Family Firm, Inc. | 244,861 | $6,890,000 | 3.66% |
| Roble, Belko & Company, Inc | 168,208 | $4,733,000 | 2.85% |
| MOLLER WEALTH PARTNERS | 176,432 | $4,965,000 | 2.74% |
| MAKENA CAPITAL MANAGEMENT LLC | 944,745 | $26,585,000 | 2.72% |
| Lattice Strategies LLC | 90,460 | $2,546,000 | 2.01% |
| Cetera Investment Advisers | 108,753 | $3,064,000 | 1.41% |
| Pure Financial Advisors, LLC | 111,988 | $3,151,000 | 1.37% |
| AVALON CAPITAL MANAGEMENT | 48,182 | $1,356,000 | 1.22% |
| Courage Miller Partners, LLC | 50,936 | $1,433,000 | 0.99% |