ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 20.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,093 | +105.3% | 346 | +100.0% | 0.00% | – |
| Q1 2023 | $6,377 | +91000.0% | 173 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -99.8% | 173 | +73.0% | 0.00% | – |
| Q3 2022 | $4,000 | – | 100 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2020 | $4,000 | -50.0% | 259 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $8,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -27.3% | 259 | -34.3% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -60.7% | 394 | -50.3% | 0.00% | 0.0% |
| Q3 2018 | $28,000 | -3.4% | 792 | +0.3% | 0.00% | 0.0% |
| Q2 2018 | $29,000 | +107.1% | 790 | +99.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 397 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | -44.0% | 397 | -45.6% | 0.00% | 0.0% |
| Q3 2017 | $25,000 | +8.7% | 730 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $23,000 | -32.4% | 729 | -26.7% | 0.00% | 0.0% |
| Q1 2017 | $34,000 | +17.2% | 994 | +23.5% | 0.00% | 0.0% |
| Q4 2016 | $29,000 | +3.6% | 805 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | +3.7% | 804 | 0.0% | 0.00% | -50.0% |
| Q2 2016 | $27,000 | -59.1% | 804 | -65.8% | 0.00% | -50.0% |
| Q4 2015 | $66,000 | – | 2,349 | – | 0.00% | – |
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% |