ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 111 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $866,543 | +129.9% | 21,311 | +65.9% | 0.03% | +181.8% |
| Q3 2021 | $377,000 | +83.9% | 12,846 | +130.5% | 0.01% | -21.4% |
| Q2 2018 | $205,000 | -8.1% | 5,573 | -11.6% | 0.01% | -17.6% |
| Q4 2017 | $223,000 | +6.2% | 6,301 | +1.2% | 0.02% | 0.0% |
| Q3 2017 | $210,000 | +1.4% | 6,229 | -4.6% | 0.02% | -10.5% |
| Q2 2017 | $207,000 | -6.8% | 6,530 | +0.9% | 0.02% | -9.5% |
| Q1 2017 | $222,000 | -1.3% | 6,471 | +3.2% | 0.02% | -16.0% |
| Q4 2016 | $225,000 | -14.1% | 6,270 | -17.4% | 0.02% | -19.4% |
| Q3 2016 | $262,000 | +0.4% | 7,588 | -3.4% | 0.03% | -8.8% |
| Q2 2016 | $261,000 | +19.7% | 7,857 | +1.3% | 0.03% | +9.7% |
| Q4 2015 | $218,000 | -13.8% | 7,755 | -11.1% | 0.03% | -22.5% |
| Q3 2015 | $253,000 | -46.2% | 8,723 | -32.7% | 0.04% | -38.5% |
| Q2 2015 | $470,000 | -20.5% | 12,957 | -17.7% | 0.06% | -16.7% |
| Q1 2015 | $591,000 | -13.2% | 15,748 | -11.4% | 0.08% | -13.3% |
| Q4 2014 | $681,000 | – | 17,767 | – | 0.09% | – |
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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% |