ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 3.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $974,163 | +6.0% | 23,423 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $918,986 | -3.3% | 23,673 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $949,915 | -3.6% | 24,251 | +0.1% | 0.01% | -12.5% |
| Q4 2022 | $985,000 | +41.3% | 24,233 | +20.8% | 0.01% | +33.3% |
| Q3 2022 | $697,000 | -27.4% | 20,064 | -24.8% | 0.01% | -25.0% |
| Q2 2022 | $960,000 | -41.2% | 26,690 | -33.8% | 0.01% | -27.3% |
| Q1 2022 | $1,632,000 | +99.5% | 40,340 | +55.3% | 0.01% | +120.0% |
| Q4 2021 | $818,000 | +29.8% | 25,970 | +21.0% | 0.01% | +25.0% |
| Q3 2021 | $630,000 | -2.5% | 21,455 | +1.1% | 0.00% | -20.0% |
| Q2 2021 | $646,000 | – | 21,220 | – | 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% |