ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 119 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.66 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $25,000 | +19.0% | 1,077 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $21,000 | -8.7% | 1,077 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $23,000 | +27.8% | 1,077 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -94.4% | 1,077 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $324,000 | +945.2% | 1,077 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $31,000 | -83.9% | 1,077 | -82.8% | 0.00% | -82.6% |
| Q2 2019 | $193,000 | -2.5% | 6,270 | +0.0% | 0.02% | -8.0% |
| Q1 2019 | $198,000 | 0.0% | 6,268 | +0.2% | 0.02% | -69.9% |
| Q2 2017 | $198,000 | -35.7% | 6,257 | -30.3% | 0.08% | -51.2% |
| Q1 2017 | $308,000 | -8.9% | 8,982 | -4.6% | 0.17% | -20.9% |
| Q4 2016 | $338,000 | – | 9,412 | – | 0.22% | – |
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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% |