ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,812,399 | -25.0% | 67,622 | -29.3% | 1.26% | -31.0% |
| Q1 2023 | $3,748,266 | +93.3% | 95,692 | +100.7% | 1.83% | +70.9% |
| Q4 2022 | $1,938,871 | +3.7% | 47,685 | -11.3% | 1.07% | -3.8% |
| Q3 2022 | $1,869,000 | -2.9% | 53,755 | +0.5% | 1.12% | +2.7% |
| Q2 2022 | $1,925,000 | -58.0% | 53,507 | -52.7% | 1.09% | -51.8% |
| Q1 2022 | $4,579,000 | +190.0% | 113,200 | +118.2% | 2.25% | +173.6% |
| Q2 2021 | $1,579,000 | +526.6% | 51,877 | +658.9% | 0.82% | +265.8% |
| Q2 2018 | $252,000 | – | 6,836 | – | 0.22% | – |
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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% |