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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $204,000 | -18.1% | 6,786 | -16.4% | 0.06% | -24.1% |
| Q2 2019 | $249,000 | -2.7% | 8,117 | -0.7% | 0.08% | -5.7% |
| Q1 2019 | $256,000 | +15.3% | 8,171 | 0.0% | 0.09% | -3.3% |
| Q4 2018 | $222,000 | -25.0% | 8,171 | -0.9% | 0.09% | -11.7% |
| Q3 2018 | $296,000 | -4.2% | 8,246 | -1.7% | 0.10% | -12.0% |
| Q2 2018 | $309,000 | +8.8% | 8,386 | -2.3% | 0.12% | +1.7% |
| Q1 2018 | $284,000 | -6.6% | 8,586 | 0.0% | 0.12% | -10.2% |
| Q4 2017 | $304,000 | +12.2% | 8,586 | +6.6% | 0.13% | +5.8% |
| Q3 2017 | $271,000 | -1.1% | 8,054 | -7.1% | 0.12% | -11.0% |
| Q2 2017 | $274,000 | -7.7% | 8,666 | 0.0% | 0.14% | -11.7% |
| Q1 2017 | $297,000 | -4.8% | 8,666 | +0.0% | 0.15% | -18.1% |
| Q4 2016 | $312,000 | – | 8,665 | – | 0.19% | – |
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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% |