ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $953,742 | -45.0% | 22,932 | -48.6% | 0.00% | – |
| Q2 2023 | $1,733,235 | -30.7% | 44,648 | -30.1% | 0.00% | -100.0% |
| Q1 2023 | $2,501,239 | -25.6% | 63,856 | -22.7% | 0.00% | 0.0% |
| Q4 2022 | $3,360,264 | +128.3% | 82,643 | +95.1% | 0.00% | – |
| Q3 2022 | $1,472,000 | +81.7% | 42,357 | +88.0% | 0.00% | – |
| Q2 2022 | $810,000 | -66.3% | 22,529 | -62.1% | 0.00% | – |
| Q1 2022 | $2,403,000 | +10.0% | 59,412 | -14.4% | 0.00% | – |
| Q4 2021 | $2,184,000 | +202.5% | 69,404 | +182.5% | 0.00% | – |
| Q3 2021 | $722,000 | -21.3% | 24,571 | -18.4% | 0.00% | – |
| Q2 2021 | $917,000 | -64.7% | 30,124 | -68.0% | 0.00% | – |
| Q1 2021 | $2,599,000 | +168.5% | 94,272 | +126.6% | 0.00% | – |
| Q4 2020 | $968,000 | -21.2% | 41,600 | -32.9% | 0.00% | – |
| Q3 2020 | $1,228,000 | -9.4% | 62,008 | -0.8% | 0.00% | – |
| Q2 2020 | $1,355,000 | -1.2% | 62,494 | -24.2% | 0.00% | – |
| Q1 2020 | $1,371,000 | +132.4% | 82,471 | +321.1% | 0.00% | – |
| Q4 2019 | $590,000 | -66.4% | 19,585 | -67.6% | 0.00% | -100.0% |
| Q3 2019 | $1,756,000 | -68.3% | 60,389 | -66.5% | 0.00% | 0.0% |
| Q2 2019 | $5,538,000 | +360.0% | 180,396 | +307.1% | 0.00% | – |
| Q4 2018 | $1,204,000 | -11.4% | 44,308 | +16.9% | 0.00% | – |
| Q3 2018 | $1,359,000 | +148.9% | 37,913 | +156.2% | 0.00% | – |
| Q2 2018 | $546,000 | +58.7% | 14,800 | +42.3% | 0.00% | – |
| Q1 2018 | $344,000 | -60.2% | 10,398 | -57.4% | 0.00% | – |
| Q4 2017 | $864,000 | -4.3% | 24,390 | -9.1% | 0.00% | – |
| Q3 2017 | $903,000 | -49.4% | 26,832 | -52.4% | 0.00% | -100.0% |
| Q2 2017 | $1,783,000 | -30.9% | 56,329 | -25.2% | 0.00% | 0.0% |
| Q1 2017 | $2,579,000 | +179.1% | 75,258 | +192.7% | 0.00% | – |
| Q4 2016 | $924,000 | -5.5% | 25,713 | -9.4% | 0.00% | – |
| Q3 2016 | $978,000 | +115.4% | 28,385 | +107.8% | 0.00% | – |
| Q2 2016 | $454,000 | +108.3% | 13,662 | +86.5% | 0.00% | – |
| Q1 2016 | $218,000 | -91.9% | 7,326 | -92.3% | 0.00% | -100.0% |
| Q4 2015 | $2,678,000 | -49.4% | 95,148 | -47.8% | 0.00% | -50.0% |
| Q3 2015 | $5,289,000 | +723.8% | 182,136 | +965.1% | 0.00% | – |
| Q1 2015 | $642,000 | -41.6% | 17,100 | -40.4% | 0.00% | – |
| Q4 2014 | $1,100,000 | -28.2% | 28,700 | -16.1% | 0.00% | – |
| Q3 2014 | $1,531,000 | -53.4% | 34,200 | -47.9% | 0.00% | -100.0% |
| Q2 2014 | $3,282,000 | +12.6% | 65,700 | -0.1% | 0.00% | 0.0% |
| Q1 2014 | $2,915,000 | -89.5% | 65,784 | -89.7% | 0.00% | -92.3% |
| Q4 2013 | $27,769,000 | +33.5% | 639,963 | +27.5% | 0.01% | +18.2% |
| Q3 2013 | $20,800,000 | +3994.5% | 501,918 | +3682.9% | 0.01% | – |
| Q2 2013 | $508,000 | – | 13,268 | – | 0.00% | – |
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% |