ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 127 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $20,000 | +81.8% | 511 | -1.4% | 0.00% | – |
| Q2 2020 | $11,000 | -97.7% | 518 | -96.8% | 0.00% | – |
| Q4 2019 | $487,000 | +3.6% | 16,193 | +0.1% | 0.00% | – |
| Q3 2019 | $470,000 | -0.4% | 16,182 | +5.2% | 0.00% | – |
| Q2 2019 | $472,000 | -15.9% | 15,385 | -14.0% | 0.00% | – |
| Q1 2019 | $561,000 | +15.4% | 17,885 | 0.0% | 0.00% | – |
| Q4 2018 | $486,000 | -12.6% | 17,885 | +15.2% | 0.00% | – |
| Q3 2018 | $556,000 | -2.8% | 15,520 | 0.0% | 0.00% | – |
| Q2 2018 | $572,000 | +18.9% | 15,520 | +6.7% | 0.00% | – |
| Q1 2018 | $481,000 | -8.6% | 14,543 | -2.0% | 0.00% | – |
| Q4 2017 | $526,000 | +7.3% | 14,843 | +2.1% | 0.00% | – |
| Q3 2017 | $490,000 | -8.4% | 14,543 | -14.0% | 0.00% | – |
| Q2 2017 | $535,000 | -1.3% | 16,918 | +7.0% | 0.00% | – |
| Q1 2017 | $542,000 | -4.6% | 15,808 | 0.0% | 0.00% | – |
| Q4 2016 | $568,000 | +4.2% | 15,808 | 0.0% | 0.00% | – |
| Q3 2016 | $545,000 | +3.6% | 15,808 | -0.0% | 0.00% | – |
| Q2 2016 | $526,000 | +11.9% | 15,814 | +0.0% | 0.00% | – |
| Q1 2016 | $470,000 | -45.3% | 15,808 | -48.3% | 0.00% | – |
| Q4 2015 | $860,000 | -5.1% | 30,560 | -2.1% | 0.00% | – |
| Q3 2015 | $906,000 | -20.0% | 31,208 | 0.0% | 0.00% | – |
| Q2 2015 | $1,132,000 | -3.3% | 31,208 | 0.0% | 0.00% | – |
| Q1 2015 | $1,171,000 | -2.2% | 31,208 | -0.1% | 0.00% | – |
| Q4 2014 | $1,197,000 | -29.9% | 31,238 | -18.2% | 0.00% | -100.0% |
| Q3 2014 | $1,708,000 | -8.7% | 38,183 | +1.9% | 0.00% | 0.0% |
| Q2 2014 | $1,871,000 | +8.8% | 37,468 | -3.5% | 0.00% | 0.0% |
| Q1 2014 | $1,720,000 | -20.3% | 38,825 | -21.9% | 0.00% | 0.0% |
| Q4 2013 | $2,157,000 | +2.8% | 49,710 | -1.8% | 0.00% | 0.0% |
| Q3 2013 | $2,098,000 | +0.1% | 50,636 | -7.5% | 0.00% | 0.0% |
| Q2 2013 | $2,095,000 | – | 54,764 | – | 0.00% | – |
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% |