ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 140 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,903,237 | +7.9% | 117,894 | +0.7% | 0.05% | +10.4% |
| Q2 2023 | $4,545,613 | -1.2% | 117,094 | -0.3% | 0.05% | -7.7% |
| Q1 2023 | $4,600,189 | -4.3% | 117,482 | -0.7% | 0.05% | -8.8% |
| Q4 2022 | $4,808,697 | +16.9% | 118,282 | -0.0% | 0.06% | +5.6% |
| Q3 2022 | $4,112,000 | -21.9% | 118,287 | -19.2% | 0.05% | -18.2% |
| Q2 2022 | $5,268,000 | -32.1% | 146,413 | -23.6% | 0.07% | -21.4% |
| Q1 2022 | $7,755,000 | +36.4% | 191,712 | +6.1% | 0.08% | +37.7% |
| Q4 2021 | $5,686,000 | +6.0% | 180,656 | -1.1% | 0.06% | -1.6% |
| Q3 2021 | $5,365,000 | -3.2% | 182,668 | +0.3% | 0.06% | -4.6% |
| Q2 2021 | $5,541,000 | +77.1% | 182,087 | +60.5% | 0.06% | +62.5% |
| Q1 2021 | $3,128,000 | +38.0% | 113,465 | +16.7% | 0.04% | +14.3% |
| Q4 2020 | $2,266,000 | +171.1% | 97,245 | +130.2% | 0.04% | +133.3% |
| Q3 2020 | $836,000 | +51.2% | 42,246 | +65.7% | 0.02% | +50.0% |
| Q2 2020 | $553,000 | +49.9% | 25,492 | +14.8% | 0.01% | +42.9% |
| Q1 2020 | $369,000 | +18.6% | 22,199 | +114.6% | 0.01% | +40.0% |
| Q4 2019 | $311,000 | +338.0% | 10,345 | +360.6% | 0.01% | +150.0% |
| Q2 2017 | $71,000 | -22.0% | 2,246 | -15.4% | 0.00% | 0.0% |
| Q1 2017 | $91,000 | -93.6% | 2,656 | -93.3% | 0.00% | -93.8% |
| Q4 2016 | $1,431,000 | -13.0% | 39,834 | -16.5% | 0.03% | -22.0% |
| Q3 2016 | $1,644,000 | +33.5% | 47,719 | +28.7% | 0.04% | +13.9% |
| Q2 2016 | $1,231,000 | +9.5% | 37,072 | -2.0% | 0.04% | +2.9% |
| Q1 2016 | $1,124,000 | +23.8% | 37,810 | +17.0% | 0.04% | +16.7% |
| Q4 2015 | $908,000 | -25.1% | 32,317 | -22.7% | 0.03% | -28.6% |
| Q3 2015 | $1,213,000 | -15.8% | 41,795 | +5.2% | 0.04% | -10.6% |
| Q2 2015 | $1,440,000 | -5.5% | 39,719 | -2.3% | 0.05% | -6.0% |
| Q1 2015 | $1,524,000 | +0.3% | 40,639 | +2.4% | 0.05% | 0.0% |
| Q4 2014 | $1,520,000 | -12.5% | 39,691 | +2.2% | 0.05% | -15.3% |
| Q3 2014 | $1,737,000 | -10.7% | 38,831 | -0.3% | 0.06% | -10.6% |
| Q2 2014 | $1,945,000 | +8.8% | 38,952 | -3.5% | 0.07% | +3.1% |
| Q1 2014 | $1,787,000 | +2.4% | 40,358 | +0.3% | 0.06% | -1.5% |
| Q4 2013 | $1,745,000 | +4.8% | 40,245 | +0.1% | 0.06% | -13.3% |
| Q3 2013 | $1,665,000 | +8.8% | 40,209 | +0.4% | 0.08% | +1.4% |
| Q2 2013 | $1,531,000 | – | 40,056 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 24,604 | $741,000 | 5.75% |
| Sowa Financial Group, Inc. | 168,729 | $5,079,000,000 | 4.13% |
| Family Firm, Inc. | 278,623 | $8,387,000 | 2.84% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 51,917 | $1,563,000 | 1.43% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 96,987 | $2,919,000 | 1.32% |
| MOLLER WEALTH PARTNERS | 71,887 | $2,164,000 | 0.96% |
| Rampart Investment Management Company, LLC | 235,029 | $7,074,000 | 0.86% |
| Pure Financial Advisors, LLC | 164,061 | $4,938,000 | 0.84% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 84,607 | $2,547,000 | 0.71% |
| Beacon Financial Advisory LLC | 25,941 | $780,000 | 0.67% |