ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.49 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,000 | +100.0% | 133 | +166.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | +100.0% | 50 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -50.0% | 50 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -60.0% | 50 | -66.7% | 0.00% | -100.0% |
| Q4 2017 | $5,000 | – | 150 | – | 0.00% | – |
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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% |