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 | $790 | +5.5% | 19 | 0.0% | 0.00% | – |
Q2 2023 | $749 | -0.3% | 19 | 0.0% | 0.00% | – |
Q1 2023 | $751 | -2.8% | 19 | 0.0% | 0.00% | – |
Q4 2022 | $773 | -22.7% | 19 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 19 | +5.6% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | – | 18 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 18 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 18 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 18 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 18 | +5.9% | 0.00% | – |
Q1 2020 | $0 | -100.0% | 17 | 0.0% | 0.00% | -100.0% |
Q4 2019 | $1,000 | – | 17 | 0.0% | 0.00% | – |
Q3 2019 | $0 | -100.0% | 17 | +6.2% | 0.00% | -100.0% |
Q2 2019 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $1,000 | – | 16 | 0.0% | 0.00% | – |
Q4 2018 | $0 | – | 16 | – | 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% |