ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,074,000 | +10.1% | 235,029 | +6.4% | 0.86% | +8.2% |
| Q3 2019 | $6,424,000 | -8.3% | 220,898 | -3.2% | 0.80% | -3.5% |
| Q2 2019 | $7,004,000 | -7.0% | 228,154 | -4.9% | 0.83% | -3.6% |
| Q1 2019 | $7,528,000 | +12.0% | 239,909 | -3.0% | 0.86% | -54.1% |
| Q4 2018 | $6,721,000 | -2.6% | 247,282 | +28.5% | 1.87% | +62133.3% |
| Q3 2018 | $6,900,000 | -0.8% | 192,457 | +1.9% | 0.00% | -99.6% |
| Q2 2018 | $6,958,000 | +3.2% | 188,781 | -7.3% | 0.68% | +5.6% |
| Q1 2018 | $6,744,000 | – | 203,753 | – | 0.64% | – |
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% |