ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,319 | +7.2% | 9,553 | +0.1% | 0.00% | – |
| Q2 2023 | $370,478 | -35.7% | 9,544 | -35.2% | 0.00% | – |
| Q1 2023 | $576,528 | -3.2% | 14,719 | +0.5% | 0.00% | – |
| Q4 2022 | $595,545 | +24.9% | 14,647 | +6.8% | 0.00% | – |
| Q3 2022 | $477,000 | +9.7% | 13,718 | +13.6% | 0.00% | – |
| Q2 2022 | $435,000 | -17.5% | 12,081 | -7.3% | 0.00% | – |
| Q1 2022 | $527,000 | -20.2% | 13,037 | -37.8% | 0.00% | – |
| Q4 2021 | $660,000 | +5.4% | 20,951 | -1.6% | 0.00% | – |
| Q3 2021 | $626,000 | -4.9% | 21,296 | -1.5% | 0.00% | – |
| Q2 2021 | $658,000 | +9.7% | 21,627 | -0.7% | 0.00% | – |
| Q1 2021 | $600,000 | -44.5% | 21,774 | -53.1% | 0.00% | – |
| Q4 2020 | $1,082,000 | +23.9% | 46,462 | +5.3% | 0.00% | – |
| Q3 2020 | $873,000 | -2.7% | 44,106 | +6.6% | 0.00% | – |
| Q2 2020 | $897,000 | -3.2% | 41,367 | -25.8% | 0.00% | – |
| Q1 2020 | $927,000 | -27.6% | 55,723 | +30.9% | 0.00% | – |
| Q4 2019 | $1,281,000 | -22.1% | 42,568 | -24.7% | 0.00% | – |
| Q3 2019 | $1,644,000 | -9.9% | 56,515 | -4.9% | 0.00% | – |
| Q2 2019 | $1,825,000 | +7.2% | 59,441 | +9.5% | 0.00% | – |
| Q1 2019 | $1,703,000 | +11.8% | 54,267 | -3.1% | 0.00% | – |
| Q4 2018 | $1,523,000 | -17.6% | 56,032 | +8.6% | 0.00% | – |
| Q3 2018 | $1,849,000 | -2.5% | 51,584 | +0.3% | 0.00% | -100.0% |
| Q2 2018 | $1,896,000 | +13.3% | 51,423 | +1.7% | 0.00% | – |
| Q1 2018 | $1,674,000 | -0.8% | 50,561 | +6.2% | 0.00% | – |
| Q4 2017 | $1,688,000 | +11.6% | 47,629 | +6.0% | 0.00% | – |
| Q3 2017 | $1,512,000 | +10.8% | 44,924 | +4.2% | 0.00% | – |
| Q2 2017 | $1,365,000 | -10.1% | 43,129 | -2.7% | 0.00% | – |
| Q1 2017 | $1,519,000 | +13.2% | 44,328 | +18.7% | 0.00% | – |
| Q4 2016 | $1,342,000 | -0.6% | 37,334 | -4.7% | 0.00% | – |
| Q3 2016 | $1,350,000 | +4.4% | 39,188 | +0.6% | 0.00% | – |
| Q2 2016 | $1,293,000 | +27.3% | 38,953 | +13.9% | 0.00% | – |
| Q1 2016 | $1,016,000 | +12.4% | 34,195 | +6.5% | 0.00% | – |
| Q4 2015 | $904,000 | -91.4% | 32,120 | -91.1% | 0.00% | -100.0% |
| Q3 2015 | $10,502,000 | -20.2% | 361,643 | -0.3% | 0.00% | -25.0% |
| Q2 2015 | $13,156,000 | -9.1% | 362,630 | -6.0% | 0.00% | 0.0% |
| Q1 2015 | $14,479,000 | +1.2% | 385,666 | +3.3% | 0.00% | 0.0% |
| Q4 2014 | $14,302,000 | -17.9% | 373,254 | -4.1% | 0.00% | -20.0% |
| Q3 2014 | $17,421,000 | -54.2% | 389,298 | -48.9% | 0.01% | 0.0% |
| Q2 2014 | $38,044,000 | +123.7% | 761,666 | +98.5% | 0.01% | 0.0% |
| Q1 2014 | $17,006,000 | -7.9% | 383,791 | -9.8% | 0.01% | 0.0% |
| Q4 2013 | $18,462,000 | -47.7% | 425,504 | -50.1% | 0.01% | 0.0% |
| Q3 2013 | $35,322,000 | +109.3% | 852,424 | +93.2% | 0.01% | 0.0% |
| Q2 2013 | $16,878,000 | – | 441,154 | – | 0.01% | – |
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% |