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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,319 | +6.2% | 1,210 | -0.9% | 0.00% | – |
| Q2 2023 | $47,394 | -0.5% | 1,221 | +0.4% | 0.00% | – |
| Q1 2023 | $47,650 | -3.2% | 1,216 | +0.4% | 0.00% | – |
| Q4 2022 | $49,235 | +17.2% | 1,211 | +0.5% | 0.00% | – |
| Q3 2022 | $42,000 | -2.3% | 1,205 | +0.8% | 0.00% | – |
| Q2 2022 | $43,000 | +290.9% | 1,196 | +322.6% | 0.00% | – |
| Q1 2022 | $11,000 | +22.2% | 283 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | +12.5% | 283 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | -11.1% | 283 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 283 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | +14.3% | 283 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | +16.7% | 283 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 283 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | +20.0% | 283 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | -50.0% | 283 | -12.1% | 0.00% | – |
| Q4 2019 | $10,000 | 0.0% | 322 | -5.0% | 0.00% | – |
| Q3 2019 | $10,000 | +11.1% | 339 | +19.8% | 0.00% | – |
| Q2 2019 | $9,000 | 0.0% | 283 | 0.0% | 0.00% | – |
| Q1 2019 | $9,000 | +12.5% | 283 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | -84.3% | 283 | -80.1% | 0.00% | – |
| Q3 2018 | $51,000 | -1.9% | 1,423 | 0.0% | 0.00% | – |
| Q2 2018 | $52,000 | +10.6% | 1,423 | 0.0% | 0.00% | – |
| Q1 2018 | $47,000 | -85.7% | 1,423 | -83.4% | 0.00% | -100.0% |
| Q4 2014 | $329,000 | -16.1% | 8,580 | -2.2% | 0.00% | 0.0% |
| Q3 2014 | $392,000 | -11.1% | 8,770 | -0.8% | 0.00% | 0.0% |
| Q2 2014 | $441,000 | +12.8% | 8,840 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $391,000 | -4.4% | 8,840 | -6.4% | 0.00% | 0.0% |
| Q4 2013 | $409,000 | +4.6% | 9,440 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $391,000 | +26.9% | 9,440 | +17.4% | 0.00% | 0.0% |
| Q2 2013 | $308,000 | – | 8,040 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 263,042 | $7,402,012,000 | 5.92% |
| Family Firm, Inc. | 244,861 | $6,890,000 | 3.66% |
| Roble, Belko & Company, Inc | 168,208 | $4,733,000 | 2.85% |
| MOLLER WEALTH PARTNERS | 176,432 | $4,965,000 | 2.74% |
| MAKENA CAPITAL MANAGEMENT LLC | 944,745 | $26,585,000 | 2.72% |
| Lattice Strategies LLC | 90,460 | $2,546,000 | 2.01% |
| Cetera Investment Advisers | 108,753 | $3,064,000 | 1.41% |
| Pure Financial Advisors, LLC | 111,988 | $3,151,000 | 1.37% |
| AVALON CAPITAL MANAGEMENT | 48,182 | $1,356,000 | 1.22% |
| Courage Miller Partners, LLC | 50,936 | $1,433,000 | 0.99% |