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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,221,012 | +32.1% | 29,358 | +23.3% | 0.50% | +30.1% |
| Q2 2023 | $924,471 | +23.1% | 23,814 | +24.2% | 0.38% | +21.1% |
| Q1 2023 | $751,175 | -8.0% | 19,177 | -4.5% | 0.32% | -15.4% |
| Q4 2022 | $816,587 | +30.0% | 20,083 | +11.1% | 0.38% | +18.6% |
| Q3 2022 | $628,000 | -8.9% | 18,077 | -5.6% | 0.32% | -3.1% |
| Q2 2022 | $689,000 | -11.2% | 19,149 | -0.2% | 0.33% | +6.2% |
| Q1 2022 | $776,000 | +28.5% | 19,179 | -0.1% | 0.31% | +35.1% |
| Q4 2021 | $604,000 | +6.7% | 19,189 | -0.5% | 0.23% | +0.4% |
| Q3 2021 | $566,000 | -20.8% | 19,288 | -17.9% | 0.23% | -22.3% |
| Q2 2021 | $715,000 | +9.2% | 23,507 | -1.0% | 0.29% | +2.8% |
| Q1 2021 | $655,000 | +14.5% | 23,754 | -3.3% | 0.28% | +8.0% |
| Q4 2020 | $572,000 | -17.0% | 24,568 | -22.7% | 0.26% | -28.9% |
| Q3 2020 | $689,000 | 0.0% | 31,781 | 0.0% | 0.37% | 0.0% |
| Q2 2020 | $689,000 | +29.0% | 31,781 | -1.1% | 0.37% | +12.8% |
| Q1 2020 | $534,000 | -39.2% | 32,128 | +10.0% | 0.33% | -27.4% |
| Q4 2019 | $879,000 | +3.3% | 29,218 | -0.2% | 0.45% | -3.6% |
| Q3 2019 | $851,000 | -6.9% | 29,264 | -1.8% | 0.47% | -6.6% |
| Q2 2019 | $914,000 | -3.0% | 29,797 | -0.8% | 0.50% | -5.6% |
| Q1 2019 | $942,000 | +15.2% | 30,037 | -0.3% | 0.53% | +9.7% |
| Q4 2018 | $818,000 | -23.4% | 30,119 | +1.1% | 0.48% | -21.1% |
| Q3 2018 | $1,068,000 | -4.0% | 29,779 | -1.4% | 0.62% | -6.8% |
| Q2 2018 | $1,112,000 | +10.3% | 30,195 | -0.9% | 0.66% | +8.0% |
| Q1 2018 | $1,008,000 | -17.6% | 30,472 | -11.8% | 0.61% | -17.7% |
| Q4 2017 | $1,224,000 | +3.6% | 34,555 | -1.6% | 0.74% | +0.4% |
| Q3 2017 | $1,182,000 | +4.2% | 35,117 | -2.0% | 0.74% | -1.1% |
| Q2 2017 | $1,134,000 | -7.0% | 35,817 | +0.7% | 0.75% | -11.3% |
| Q1 2017 | $1,219,000 | -5.0% | 35,580 | -0.3% | 0.84% | -5.9% |
| Q4 2016 | $1,283,000 | -16.1% | 35,675 | -19.7% | 0.90% | -15.4% |
| Q3 2016 | $1,530,000 | +2.5% | 44,400 | -1.1% | 1.06% | -0.8% |
| Q2 2016 | $1,492,000 | +6.3% | 44,902 | -4.9% | 1.07% | +8.6% |
| Q1 2016 | $1,403,000 | -2.1% | 47,203 | -7.3% | 0.98% | -0.8% |
| Q4 2015 | $1,433,000 | +0.8% | 50,936 | +4.1% | 0.99% | -6.5% |
| Q3 2015 | $1,421,000 | -19.6% | 48,918 | +0.4% | 1.06% | -19.5% |
| Q2 2015 | $1,768,000 | -4.3% | 48,739 | -1.0% | 1.32% | -4.9% |
| Q1 2015 | $1,848,000 | -8.3% | 49,219 | -6.4% | 1.38% | -17.0% |
| Q4 2014 | $2,015,000 | -14.1% | 52,572 | +0.2% | 1.67% | -8.8% |
| Q3 2014 | $2,347,000 | -9.4% | 52,450 | +1.1% | 1.83% | -3.7% |
| Q2 2014 | $2,591,000 | -3.5% | 51,880 | -14.4% | 1.90% | -10.1% |
| Q1 2014 | $2,685,000 | +7.8% | 60,588 | +5.6% | 2.11% | +0.1% |
| Q4 2013 | $2,490,000 | +0.9% | 57,390 | -3.7% | 2.11% | +4.0% |
| Q3 2013 | $2,469,000 | +8.9% | 59,585 | +0.5% | 2.03% | -1.5% |
| Q2 2013 | $2,268,000 | – | 59,267 | – | 2.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |