ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 128 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $360,000 | +15.8% | 11,485 | 0.0% | 0.02% | +15.4% |
| Q4 2018 | $311,000 | -24.7% | 11,485 | 0.0% | 0.01% | -7.1% |
| Q3 2018 | $413,000 | -2.4% | 11,485 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $423,000 | +11.3% | 11,485 | 0.0% | 0.02% | +14.3% |
| Q1 2018 | $380,000 | -53.3% | 11,485 | -50.0% | 0.01% | -6.7% |
| Q4 2017 | $814,000 | +110.9% | 22,970 | +100.0% | 0.02% | +7.1% |
| Q3 2017 | $386,000 | +6.0% | 11,485 | 0.0% | 0.01% | +7.7% |
| Q2 2017 | $364,000 | -7.6% | 11,485 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $394,000 | -4.6% | 11,485 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $413,000 | +4.3% | 11,485 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $396,000 | +3.7% | 11,485 | 0.0% | 0.01% | +9.1% |
| Q2 2016 | $382,000 | +12.0% | 11,485 | 0.0% | 0.01% | +10.0% |
| Q1 2016 | $341,000 | +5.6% | 11,485 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $323,000 | -3.3% | 11,485 | 0.0% | 0.01% | -28.6% |
| Q3 2015 | $334,000 | -19.9% | 11,485 | 0.0% | 0.01% | -6.7% |
| Q2 2015 | $417,000 | -3.2% | 11,485 | 0.0% | 0.02% | -6.2% |
| Q1 2015 | $431,000 | -2.0% | 11,485 | 0.0% | 0.02% | -20.0% |
| Q4 2014 | $440,000 | -14.4% | 11,485 | 0.0% | 0.02% | -4.8% |
| Q3 2014 | $514,000 | -10.5% | 11,485 | 0.0% | 0.02% | -8.7% |
| Q2 2014 | $574,000 | +12.8% | 11,485 | 0.0% | 0.02% | +9.5% |
| Q1 2014 | $509,000 | +2.2% | 11,485 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $498,000 | – | 11,485 | – | 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% |