ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 128 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $209,000 | -5.4% | 7,192 | 0.0% | 0.09% | -4.2% |
| Q2 2019 | $221,000 | +5.2% | 7,192 | +7.3% | 0.10% | +6.7% |
| Q1 2019 | $210,000 | -15.3% | 6,701 | -2.5% | 0.09% | +3.4% |
| Q3 2018 | $248,000 | -2.7% | 6,876 | 0.0% | 0.09% | -6.5% |
| Q2 2018 | $255,000 | +9.4% | 6,876 | -2.3% | 0.09% | +16.2% |
| Q1 2018 | $233,000 | +53.3% | 7,036 | +64.2% | 0.08% | +40.4% |
| Q4 2017 | $152,000 | -0.7% | 4,286 | -6.0% | 0.06% | -9.5% |
| Q3 2017 | $153,000 | +14.2% | 4,558 | +8.0% | 0.06% | +5.0% |
| Q2 2017 | $134,000 | – | 4,220 | – | 0.06% | – |
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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% |