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 | $3,194,035 | -1.4% | 72,592 | +0.9% | 0.04% | -5.4% |
| Q1 2024 | $3,238,326 | +12.7% | 71,979 | +2.0% | 0.04% | +2.8% |
| Q4 2023 | $2,873,937 | +0.3% | 70,578 | +2.4% | 0.04% | -10.0% |
| Q3 2023 | $2,865,746 | +8.8% | 68,905 | +1.6% | 0.04% | +11.1% |
| Q2 2023 | $2,633,588 | -2.8% | 67,841 | -1.9% | 0.04% | -10.0% |
| Q1 2023 | $2,710,138 | +6.5% | 69,189 | +10.5% | 0.04% | -2.4% |
| Q4 2022 | $2,545,560 | +10.9% | 62,606 | -5.2% | 0.04% | +2.5% |
| Q3 2022 | $2,295,127 | -39.5% | 66,039 | -37.4% | 0.04% | -43.7% |
| Q2 2022 | $3,793,000 | +11.1% | 105,416 | +24.9% | 0.07% | +24.6% |
| Q1 2022 | $3,413,000 | – | 84,373 | – | 0.06% | – |
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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% |