ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 107 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,000 | +6.9% | 10,370 | 0.0% | 0.07% | -25.6% |
| Q2 2023 | $403,000 | -6.5% | 10,370 | -5.8% | 0.09% | -9.1% |
| Q1 2023 | $431,000 | -4.4% | 11,009 | -0.7% | 0.10% | -2.0% |
| Q4 2022 | $451,000 | +16.8% | 11,089 | -0.2% | 0.10% | +8.6% |
| Q3 2022 | $386,000 | -3.5% | 11,108 | 0.0% | 0.09% | +3.3% |
| Q2 2022 | $400,000 | -42.0% | 11,108 | -34.9% | 0.09% | -37.9% |
| Q1 2022 | $690,000 | +26.4% | 17,057 | -1.7% | 0.14% | +61.1% |
| Q4 2021 | $546,000 | +5.0% | 17,356 | -2.1% | 0.09% | -20.4% |
| Q3 2021 | $520,000 | -3.5% | 17,721 | 0.0% | 0.11% | -6.6% |
| Q2 2021 | $539,000 | +10.2% | 17,721 | -0.1% | 0.12% | +6.1% |
| Q1 2021 | $489,000 | -4.3% | 17,745 | -19.1% | 0.11% | -14.9% |
| Q4 2020 | $511,000 | +17.2% | 21,948 | -0.3% | 0.13% | +0.8% |
| Q3 2020 | $436,000 | +43.4% | 22,023 | +57.0% | 0.13% | +41.5% |
| Q2 2020 | $304,000 | +14.7% | 14,024 | -12.0% | 0.09% | +13.3% |
| Q1 2020 | $265,000 | -48.4% | 15,929 | -6.6% | 0.08% | -38.1% |
| Q4 2019 | $514,000 | -1.2% | 17,060 | -4.5% | 0.13% | -7.6% |
| Q3 2019 | $520,000 | -5.6% | 17,870 | -0.5% | 0.14% | -7.6% |
| Q2 2019 | $551,000 | -5.8% | 17,956 | -3.7% | 0.16% | -9.2% |
| Q1 2019 | $585,000 | +11.6% | 18,642 | -3.3% | 0.17% | +23.6% |
| Q4 2018 | $524,000 | -19.8% | 19,284 | +6.0% | 0.14% | -16.2% |
| Q3 2018 | $653,000 | +4.1% | 18,201 | +6.9% | 0.17% | +28.5% |
| Q2 2018 | $627,000 | +14.6% | 17,019 | +2.9% | 0.13% | +15.0% |
| Q1 2018 | $547,000 | -0.4% | 16,540 | +6.7% | 0.11% | -5.0% |
| Q4 2017 | $549,000 | +0.7% | 15,504 | -4.2% | 0.12% | -3.3% |
| Q3 2017 | $545,000 | -0.5% | 16,188 | -6.5% | 0.12% | +3.4% |
| Q2 2017 | $548,000 | -19.1% | 17,312 | -12.4% | 0.12% | -14.4% |
| Q1 2017 | $677,000 | -14.5% | 19,753 | -10.4% | 0.14% | -16.8% |
| Q4 2016 | $792,000 | -30.2% | 22,042 | -33.1% | 0.17% | -33.7% |
| Q3 2016 | $1,135,000 | +25.7% | 32,931 | +21.1% | 0.25% | +15.6% |
| Q2 2016 | $903,000 | +12.7% | 27,185 | +0.9% | 0.22% | +3533.3% |
| Q1 2016 | $801,000 | +15.6% | 26,937 | +9.3% | 0.01% | -97.1% |
| Q4 2015 | $693,000 | -31.0% | 24,643 | -28.7% | 0.21% | -40.6% |
| Q3 2015 | $1,004,000 | -13.6% | 34,558 | +7.9% | 0.35% | -9.4% |
| Q2 2015 | $1,162,000 | +0.7% | 32,042 | +4.3% | 0.38% | -5.4% |
| Q1 2015 | $1,154,000 | +4.5% | 30,733 | +6.7% | 0.40% | -8.0% |
| Q4 2014 | $1,104,000 | -10.8% | 28,811 | +4.2% | 0.44% | -14.6% |
| Q3 2014 | $1,237,000 | -9.3% | 27,653 | +1.3% | 0.52% | -7.2% |
| Q2 2014 | $1,364,000 | +12.3% | 27,306 | -0.4% | 0.56% | +16.4% |
| Q1 2014 | $1,215,000 | +17.4% | 27,427 | +15.0% | 0.48% | -6.8% |
| Q4 2013 | $1,035,000 | +8.2% | 23,847 | +3.2% | 0.51% | +0.6% |
| Q3 2013 | $957,000 | +12.9% | 23,103 | +4.2% | 0.51% | +3.5% |
| Q2 2013 | $848,000 | – | 22,177 | – | 0.49% | – |
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% |