ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,611,074 | +15.7% | 38,737 | +8.0% | 0.02% | +12.5% |
| Q2 2023 | $1,392,401 | +4.7% | 35,868 | +5.6% | 0.02% | 0.0% |
| Q1 2023 | $1,330,502 | -35.4% | 33,967 | -33.0% | 0.02% | -40.7% |
| Q4 2022 | $2,060,807 | +72.6% | 50,684 | +47.6% | 0.03% | +50.0% |
| Q3 2022 | $1,194,000 | -5.7% | 34,347 | -2.4% | 0.02% | -5.3% |
| Q2 2022 | $1,266,000 | -4.5% | 35,182 | +7.3% | 0.02% | +5.6% |
| Q1 2022 | $1,326,000 | -6.2% | 32,800 | -26.9% | 0.02% | -14.3% |
| Q4 2021 | $1,413,000 | +85.7% | 44,895 | +72.8% | 0.02% | +61.5% |
| Q3 2021 | $761,000 | +40.4% | 25,985 | +45.8% | 0.01% | +30.0% |
| Q2 2021 | $542,000 | +38.3% | 17,819 | +26.2% | 0.01% | +25.0% |
| Q1 2021 | $392,000 | +26.9% | 14,122 | +6.6% | 0.01% | +14.3% |
| Q4 2020 | $309,000 | -73.4% | 13,242 | -77.4% | 0.01% | -63.2% |
| Q3 2020 | $1,162,000 | +109.7% | 58,552 | +128.1% | 0.02% | +18.8% |
| Q2 2020 | $554,000 | +40.3% | 25,671 | +7.9% | 0.02% | +33.3% |
| Q1 2020 | $395,000 | -37.0% | 23,788 | +14.5% | 0.01% | -20.0% |
| Q4 2019 | $627,000 | – | 20,783 | – | 0.02% | – |
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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% |