ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 146 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,706,844 | +5.5% | 65,084 | -1.5% | 1.22% | +7.7% |
| Q2 2023 | $2,565,653 | -1.8% | 66,091 | -0.9% | 1.14% | +2.0% |
| Q1 2023 | $2,612,130 | -5.0% | 66,687 | -1.3% | 1.12% | -8.4% |
| Q4 2022 | $2,748,331 | +14.9% | 67,593 | -1.7% | 1.22% | +5.7% |
| Q3 2022 | $2,391,000 | -6.5% | 68,775 | -3.2% | 1.15% | -2.0% |
| Q2 2022 | $2,557,000 | -26.4% | 71,073 | -17.3% | 1.18% | -18.1% |
| Q1 2022 | $3,475,000 | +17.8% | 85,900 | -8.4% | 1.44% | +26.0% |
| Q4 2021 | $2,951,000 | +2.8% | 93,738 | -4.2% | 1.14% | -2.5% |
| Q3 2021 | $2,872,000 | -18.9% | 97,800 | -16.0% | 1.17% | -19.7% |
| Q2 2021 | $3,543,000 | +3.5% | 116,418 | -6.2% | 1.45% | -4.3% |
| Q1 2021 | $3,423,000 | -6.7% | 124,171 | -21.2% | 1.52% | -11.4% |
| Q4 2020 | $3,668,000 | – | 157,478 | – | 1.71% | – |
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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% |