ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 140 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,520 | +23.7% | 830 | +15.4% | 0.00% | – |
| Q2 2023 | $27,912 | +20.8% | 719 | +21.9% | 0.00% | – |
| Q1 2023 | $23,110 | +79.9% | 590 | +86.7% | 0.00% | – |
| Q4 2022 | $12,849 | +16.8% | 316 | -0.3% | 0.00% | – |
| Q3 2022 | $11,000 | -26.7% | 317 | -24.7% | 0.00% | – |
| Q2 2022 | $15,000 | +25.0% | 421 | +40.8% | 0.00% | – |
| Q1 2022 | $12,000 | +20.0% | 299 | -5.1% | 0.00% | – |
| Q4 2021 | $10,000 | +150.0% | 315 | +115.8% | 0.00% | – |
| Q3 2021 | $4,000 | – | 146 | +14500.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q4 2020 | $7,000 | +133.3% | 301 | +96.7% | 0.00% | – |
| Q2 2020 | $3,000 | – | 153 | +15200.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -99.1% | 0.00% | – |
| Q4 2019 | $3,000 | -25.0% | 116 | -18.3% | 0.00% | – |
| Q3 2019 | $4,000 | -88.2% | 142 | -87.3% | 0.00% | – |
| Q2 2019 | $34,000 | +183.3% | 1,118 | +185.9% | 0.00% | – |
| Q1 2019 | $12,000 | +9.1% | 391 | -1.0% | 0.00% | – |
| Q4 2018 | $11,000 | -68.6% | 395 | -59.8% | 0.00% | – |
| Q3 2018 | $35,000 | -98.6% | 983 | -98.9% | 0.00% | – |
| Q4 2015 | $2,418,000 | -95.2% | 85,935 | -93.0% | 0.00% | -100.0% |
| Q3 2013 | $50,602,000 | – | 1,221,079 | – | 0.01% | – |
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% |