ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 152 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 4.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $749,000 | -3.2% | 26,621 | 0.0% | 0.06% | -7.5% |
| Q3 2015 | $774,000 | -19.9% | 26,621 | 0.0% | 0.07% | -11.8% |
| Q2 2015 | $966,000 | -3.3% | 26,621 | 0.0% | 0.08% | -5.0% |
| Q1 2015 | $999,000 | -2.2% | 26,621 | 0.0% | 0.08% | -3.6% |
| Q4 2014 | $1,021,000 | -14.3% | 26,621 | 0.0% | 0.08% | -12.6% |
| Q3 2014 | $1,192,000 | -10.4% | 26,621 | 0.0% | 0.10% | -9.5% |
| Q2 2014 | $1,330,000 | +12.7% | 26,621 | 0.0% | 0.10% | +7.1% |
| Q1 2014 | $1,180,000 | +2.2% | 26,621 | 0.0% | 0.10% | +1.0% |
| Q4 2013 | $1,155,000 | – | 26,621 | – | 0.10% | – |
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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% |