ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,272,862 | +13.4% | 30,605 | +5.8% | 0.24% | +15.4% |
| Q2 2023 | $1,122,869 | +7.2% | 28,925 | +8.1% | 0.21% | -1.9% |
| Q1 2023 | $1,047,798 | +16.8% | 26,750 | +21.2% | 0.21% | +6.0% |
| Q4 2022 | $897,366 | +18.9% | 22,070 | +1.6% | 0.20% | +14.9% |
| Q3 2022 | $755,000 | -2.1% | 21,725 | +1.4% | 0.17% | +2.4% |
| Q2 2022 | $771,000 | -8.1% | 21,415 | +3.2% | 0.17% | +14.9% |
| Q1 2022 | $839,000 | +41.2% | 20,750 | +10.0% | 0.15% | +49.5% |
| Q4 2021 | $594,000 | +16.9% | 18,860 | +9.0% | 0.10% | +13.8% |
| Q3 2021 | $508,000 | -0.2% | 17,300 | +3.3% | 0.09% | 0.0% |
| Q2 2021 | $509,000 | +12.6% | 16,740 | +2.1% | 0.09% | -3.3% |
| Q1 2021 | $452,000 | +21.5% | 16,395 | +2.8% | 0.09% | +26.8% |
| Q4 2020 | $372,000 | +2.2% | 15,955 | -13.1% | 0.07% | -10.1% |
| Q3 2020 | $364,000 | +2.2% | 18,365 | +11.8% | 0.08% | -12.2% |
| Q2 2020 | $356,000 | – | 16,420 | – | 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% |