ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 119 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.66 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,531,475 | +67.2% | 84,912 | +56.1% | 0.00% | 0.0% |
| Q2 2023 | $2,112,228 | -11.3% | 54,411 | -10.5% | 0.00% | 0.0% |
| Q1 2023 | $2,380,683 | -58.9% | 60,778 | -57.4% | 0.00% | -60.0% |
| Q4 2022 | $5,796,133 | +22.5% | 142,551 | +4.7% | 0.01% | 0.0% |
| Q3 2022 | $4,730,000 | -10.8% | 136,090 | -7.7% | 0.01% | 0.0% |
| Q2 2022 | $5,304,000 | +7.2% | 147,408 | +20.5% | 0.01% | +25.0% |
| Q1 2022 | $4,949,000 | +330.3% | 122,354 | +234.8% | 0.00% | +300.0% |
| Q4 2021 | $1,150,000 | +8.3% | 36,547 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $1,062,000 | -12.2% | 36,148 | -9.0% | 0.00% | 0.0% |
| Q2 2021 | $1,209,000 | +5.3% | 39,723 | -4.6% | 0.00% | 0.0% |
| Q1 2021 | $1,148,000 | +20.7% | 41,635 | +2.0% | 0.00% | 0.0% |
| Q4 2020 | $951,000 | -14.3% | 40,830 | -27.1% | 0.00% | -50.0% |
| Q3 2020 | $1,110,000 | -12.9% | 56,041 | -4.7% | 0.00% | 0.0% |
| Q2 2020 | $1,275,000 | +39.2% | 58,821 | +6.8% | 0.00% | 0.0% |
| Q1 2020 | $916,000 | -34.7% | 55,090 | +18.3% | 0.00% | -33.3% |
| Q4 2019 | $1,402,000 | -6.5% | 46,571 | -9.6% | 0.00% | 0.0% |
| Q3 2019 | $1,499,000 | -1.6% | 51,537 | +3.9% | 0.00% | 0.0% |
| Q2 2019 | $1,523,000 | -45.2% | 49,600 | -44.0% | 0.00% | -50.0% |
| Q1 2019 | $2,778,000 | +14.4% | 88,521 | -0.9% | 0.01% | 0.0% |
| Q4 2018 | $2,428,000 | -25.8% | 89,333 | -2.1% | 0.01% | -25.0% |
| Q3 2018 | $3,271,000 | -1.4% | 91,238 | +1.3% | 0.01% | -11.1% |
| Q2 2018 | $3,319,000 | +7.0% | 90,039 | -3.9% | 0.01% | 0.0% |
| Q1 2018 | $3,102,000 | -8.3% | 93,729 | -1.8% | 0.01% | -10.0% |
| Q4 2017 | $3,381,000 | +58.6% | 95,411 | +50.7% | 0.01% | +25.0% |
| Q3 2017 | $2,132,000 | -0.4% | 63,315 | -6.3% | 0.01% | 0.0% |
| Q2 2017 | $2,140,000 | -19.4% | 67,599 | -13.0% | 0.01% | -55.6% |
| Q1 2017 | $2,654,000 | -7.8% | 77,716 | -1.6% | 0.02% | -18.2% |
| Q4 2016 | $2,877,000 | -24.8% | 78,969 | -30.3% | 0.02% | -38.9% |
| Q3 2016 | $3,827,000 | -2.6% | 113,350 | -4.4% | 0.04% | +9.1% |
| Q2 2016 | $3,929,000 | -40.1% | 118,553 | -47.9% | 0.03% | +83.3% |
| Q1 2016 | $6,559,000 | -3.3% | 227,491 | -5.6% | 0.02% | -5.3% |
| Q4 2015 | $6,784,000 | +101.0% | 240,897 | +123.6% | 0.02% | 0.0% |
| Q3 2015 | $3,375,000 | -23.6% | 107,717 | -13.5% | 0.02% | -13.6% |
| Q2 2015 | $4,416,000 | -32.6% | 124,495 | -28.3% | 0.02% | -33.3% |
| Q1 2015 | $6,551,000 | -20.5% | 173,588 | -19.2% | 0.03% | -26.7% |
| Q4 2014 | $8,237,000 | -26.4% | 214,952 | -15.7% | 0.04% | -32.8% |
| Q3 2014 | $11,197,000 | -14.7% | 255,002 | -3.0% | 0.07% | -11.8% |
| Q2 2014 | $13,128,000 | +15.2% | 262,820 | +2.2% | 0.08% | +8.6% |
| Q1 2014 | $11,400,000 | +2.6% | 257,281 | +0.5% | 0.07% | +1.4% |
| Q4 2013 | $11,108,000 | -0.4% | 256,000 | -3.1% | 0.07% | -6.8% |
| Q3 2013 | $11,149,000 | +12.1% | 264,062 | +1.6% | 0.07% | +4.2% |
| Q2 2013 | $9,946,000 | – | 259,966 | – | 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% |