ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,159 | +6672.5% | 9,886 | +6278.1% | 0.00% | – |
| Q1 2023 | $6,071 | -27.2% | 155 | -24.4% | 0.00% | – |
| Q4 2022 | $8,335 | -94.3% | 205 | -95.1% | 0.00% | -100.0% |
| Q3 2022 | $145,000 | -87.9% | 4,158 | -87.5% | 0.00% | -88.9% |
| Q2 2022 | $1,195,000 | -15.1% | 33,199 | -25.8% | 0.01% | -18.2% |
| Q4 2021 | $1,408,000 | +1556.5% | 44,720 | +1441.0% | 0.01% | +1000.0% |
| Q3 2021 | $85,000 | -3.4% | 2,902 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $88,000 | -93.4% | 2,902 | -94.0% | 0.00% | -95.2% |
| Q1 2021 | $1,341,000 | +1477.6% | 48,651 | +853.0% | 0.02% | +600.0% |
| Q1 2020 | $85,000 | -95.6% | 5,105 | -92.0% | 0.00% | -95.0% |
| Q4 2019 | $1,921,000 | – | 63,815 | – | 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% |