ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $45,000 | -16.7% | 1,589 | +5.0% | 0.01% | -12.5% |
| Q2 2015 | $54,000 | -5.3% | 1,514 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $57,000 | -1.7% | 1,514 | 0.0% | 0.01% | -11.1% |
| Q4 2014 | $58,000 | -13.4% | 1,514 | 0.0% | 0.01% | -10.0% |
| Q3 2014 | $67,000 | -8.2% | 1,514 | 0.0% | 0.01% | -9.1% |
| Q2 2014 | $73,000 | +7.4% | 1,514 | 0.0% | 0.01% | +10.0% |
| Q1 2014 | $68,000 | +11.5% | 1,514 | 0.0% | 0.01% | +11.1% |
| Q4 2013 | $61,000 | -3.2% | 1,514 | 0.0% | 0.01% | -10.0% |
| Q3 2013 | $63,000 | +8.6% | 1,514 | 0.0% | 0.01% | -66.7% |
| Q2 2013 | $58,000 | -4.9% | 1,514 | 0.0% | 0.03% | -11.8% |
| Q1 2013 | $61,000 | 0.0% | 1,514 | -5.6% | 0.03% | -20.9% |
| Q4 2012 | $61,000 | -4.7% | 1,604 | 0.0% | 0.04% | -15.7% |
| Q3 2012 | $64,000 | +12.3% | 1,604 | 0.0% | 0.05% | +13.3% |
| Q2 2012 | $57,000 | -10.9% | 1,604 | 0.0% | 0.04% | -15.1% |
| Q1 2012 | $64,000 | – | 1,604 | – | 0.05% | – |
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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% |