ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 3.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,230 | -74.7% | 9,094 | -76.4% | 0.26% | -74.9% |
| Q2 2023 | $1,493,544 | -4.0% | 38,473 | -3.1% | 1.02% | +1.8% |
| Q1 2023 | $1,555,384 | -15.1% | 39,708 | -11.8% | 1.00% | -9.1% |
| Q4 2022 | $1,831,025 | +28.7% | 45,033 | +10.0% | 1.10% | +32.8% |
| Q3 2022 | $1,423,000 | -39.9% | 40,949 | -38.1% | 0.83% | -30.6% |
| Q2 2022 | $2,369,000 | -43.8% | 66,187 | -36.2% | 1.19% | -39.7% |
| Q1 2022 | $4,217,000 | +29.2% | 103,702 | +0.0% | 1.97% | +58.6% |
| Q4 2021 | $3,263,000 | +22.4% | 103,668 | +14.3% | 1.24% | +7.0% |
| Q3 2021 | $2,665,000 | -2.3% | 90,730 | +1.2% | 1.16% | +4.9% |
| Q2 2021 | $2,729,000 | +6.0% | 89,673 | -4.0% | 1.11% | +2.9% |
| Q1 2021 | $2,574,000 | +27.8% | 93,362 | +8.0% | 1.08% | +17.8% |
| Q4 2020 | $2,014,000 | +0.4% | 86,464 | -14.6% | 0.92% | -8.0% |
| Q3 2020 | $2,005,000 | -0.2% | 101,259 | +9.3% | 1.00% | +0.6% |
| Q2 2020 | $2,009,000 | -31.2% | 92,681 | -4.4% | 0.99% | -24.7% |
| Q4 2019 | $2,919,000 | +0.5% | 96,987 | -2.9% | 1.32% | -1.5% |
| Q3 2019 | $2,904,000 | +20.0% | 99,857 | +26.7% | 1.34% | +20.3% |
| Q2 2019 | $2,420,000 | +34.5% | 78,825 | +37.5% | 1.11% | +28.0% |
| Q1 2019 | $1,799,000 | +14.2% | 57,335 | -1.1% | 0.87% | +6.2% |
| Q4 2018 | $1,575,000 | -34.8% | 57,950 | -14.0% | 0.82% | -29.0% |
| Q3 2018 | $2,417,000 | +2.7% | 67,412 | +5.6% | 1.15% | +3.2% |
| Q2 2018 | $2,354,000 | -11.3% | 63,856 | -20.4% | 1.11% | -12.2% |
| Q1 2018 | $2,655,000 | -21.3% | 80,222 | -15.7% | 1.27% | -14.5% |
| Q4 2017 | $3,372,000 | +8.7% | 95,154 | +3.3% | 1.48% | +4.9% |
| Q3 2017 | $3,102,000 | +15.8% | 92,144 | +8.9% | 1.41% | +12.2% |
| Q2 2017 | $2,678,000 | -16.2% | 84,578 | -9.3% | 1.26% | -19.0% |
| Q1 2017 | $3,196,000 | +37.4% | 93,258 | +44.1% | 1.56% | +32.8% |
| Q4 2016 | $2,326,000 | -12.8% | 64,698 | -16.4% | 1.17% | -12.3% |
| Q3 2016 | $2,667,000 | +38.0% | 77,406 | +33.1% | 1.34% | +31.1% |
| Q2 2016 | $1,932,000 | +13.4% | 58,147 | +1.4% | 1.02% | -2.6% |
| Q1 2016 | $1,704,000 | +14.2% | 57,316 | +8.1% | 1.04% | +20.7% |
| Q4 2015 | $1,492,000 | -6.8% | 53,012 | -3.9% | 0.87% | -4.6% |
| Q3 2015 | $1,601,000 | -41.1% | 55,145 | -26.4% | 0.91% | -38.1% |
| Q2 2015 | $2,720,000 | +58.3% | 74,961 | +63.8% | 1.47% | +59.0% |
| Q1 2015 | $1,718,000 | +41.4% | 45,752 | +44.2% | 0.92% | +38.6% |
| Q4 2014 | $1,215,000 | -18.8% | 31,718 | -5.1% | 0.67% | -21.7% |
| Q3 2014 | $1,496,000 | -24.1% | 33,437 | -15.3% | 0.85% | -23.6% |
| Q2 2014 | $1,971,000 | +2.8% | 39,455 | -8.8% | 1.11% | +0.1% |
| Q1 2014 | $1,917,000 | -6.5% | 43,254 | -8.5% | 1.11% | -7.8% |
| Q4 2013 | $2,050,000 | -10.0% | 47,250 | -14.1% | 1.21% | -13.4% |
| Q3 2013 | $2,279,000 | – | 55,003 | – | 1.39% | – |
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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% |