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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,000 | -98.5% | 130 | -98.3% | 0.00% | -98.8% |
| Q2 2015 | $275,000 | -6.5% | 7,604 | -2.9% | 0.17% | -5.1% |
| Q1 2015 | $294,000 | -2.0% | 7,829 | 0.0% | 0.18% | +3.5% |
| Q4 2014 | $300,000 | -15.3% | 7,829 | -0.9% | 0.17% | 0.0% |
| Q3 2014 | $354,000 | -10.4% | 7,904 | 0.0% | 0.17% | -8.5% |
| Q2 2014 | $395,000 | +11.6% | 7,904 | -1.2% | 0.19% | -4.1% |
| Q1 2014 | $354,000 | -11.5% | 7,997 | -13.3% | 0.20% | -14.4% |
| Q4 2013 | $400,000 | – | 9,224 | – | 0.23% | – |
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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% |