ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 111 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,155 | +7.1% | 148 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,745 | -0.9% | 148 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,797 | -3.7% | 148 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,018 | +20.4% | 148 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 148 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | +20.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | +25.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | -20.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | +25.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | +33.3% | 148 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 148 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $3,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 148 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -50.0% | 148 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $4,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | -20.0% | 148 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $5,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 148 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | – | 148 | – | 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% |