ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 143 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,477 | -3.7% | 319 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,951 | +17.7% | 319 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | 0.0% | 319 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 319 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | +30.0% | 319 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $10,000 | +11.1% | 319 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | -10.0% | 319 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $10,000 | +11.1% | 319 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $9,000 | +28.6% | 319 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $7,000 | +16.7% | 319 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | -14.3% | 319 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $7,000 | +40.0% | 319 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $5,000 | -50.0% | 319 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $10,000 | +11.1% | 319 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 319 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $10,000 | 0.0% | 319 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $10,000 | +11.1% | 319 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 319 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $11,000 | -8.3% | 319 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 319 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | +10.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | -9.1% | 319 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $11,000 | +22.2% | 319 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $9,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $9,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $9,000 | -25.0% | 319 | 0.0% | 0.01% | -28.6% |
| Q2 2015 | $12,000 | 0.0% | 319 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $12,000 | 0.0% | 319 | 0.0% | 0.01% | +14.3% |
| Q4 2014 | $12,000 | -14.3% | 319 | 0.0% | 0.01% | -22.2% |
| Q3 2014 | $14,000 | -12.5% | 319 | 0.0% | 0.01% | -10.0% |
| Q2 2014 | $16,000 | +14.3% | 319 | 0.0% | 0.01% | +11.1% |
| Q1 2014 | $14,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $14,000 | -6.7% | 319 | -14.7% | 0.01% | -18.2% |
| Q3 2013 | $15,000 | +7.1% | 374 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $14,000 | -26.3% | 374 | -19.9% | 0.01% | -47.6% |
| Q1 2013 | $19,000 | +5.6% | 467 | 0.0% | 0.02% | -4.5% |
| Q4 2012 | $18,000 | – | 467 | – | 0.02% | – |
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% |