ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 138 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $246,488 | -2.2% | 5,602 | 0.0% | 0.08% | +4.1% |
| Q1 2024 | $252,034 | +10.5% | 5,602 | 0.0% | 0.07% | +2.8% |
| Q4 2023 | $228,113 | -36.2% | 5,602 | -34.8% | 0.07% | -41.8% |
| Q3 2023 | $357,591 | +7.1% | 8,598 | 0.0% | 0.12% | +7.0% |
| Q2 2023 | $333,774 | -44.3% | 8,598 | -43.8% | 0.11% | -44.7% |
| Q1 2023 | $599,066 | – | 15,294 | – | 0.21% | – |
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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% |