ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 125 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,463 | -70.7% | 9,725 | -72.6% | 0.01% | -71.7% |
| Q2 2023 | $1,378,538 | +69699.4% | 35,511 | -29.6% | 0.05% | -27.0% |
| Q1 2023 | $1,975 | +164.4% | 50,410 | +174.4% | 0.06% | +103.2% |
| Q4 2022 | $747 | -99.9% | 18,370 | -54.5% | 0.03% | +34.8% |
| Q3 2022 | $1,403,000 | +15.6% | 40,382 | +19.7% | 0.02% | -14.8% |
| Q2 2022 | $1,214,000 | +13388.9% | 33,738 | +15376.1% | 0.03% | – |
| Q1 2022 | $9,000 | -97.8% | 218 | -98.3% | 0.00% | -100.0% |
| Q4 2021 | $401,000 | -80.9% | 12,741 | -81.5% | 0.01% | -87.0% |
| Q2 2021 | $2,094,000 | +14857.1% | 68,818 | +13500.4% | 0.05% | – |
| Q1 2021 | $14,000 | -99.5% | 506 | -99.6% | 0.00% | -100.0% |
| Q4 2020 | $2,755,000 | +275.3% | 118,273 | +218.9% | 0.08% | +950.0% |
| Q3 2020 | $734,000 | -31.9% | 37,082 | -25.4% | 0.01% | -81.8% |
| Q2 2020 | $1,078,000 | +1282.1% | 49,733 | +958.1% | 0.04% | +780.0% |
| Q1 2020 | $78,000 | -87.5% | 4,700 | -78.0% | 0.01% | -88.4% |
| Q3 2019 | $622,000 | +55.5% | 21,384 | +64.0% | 0.04% | +59.3% |
| Q2 2019 | $400,000 | -67.7% | 13,041 | -67.0% | 0.03% | -64.0% |
| Q1 2019 | $1,239,000 | +18.7% | 39,472 | +2.8% | 0.08% | 0.0% |
| Q4 2018 | $1,044,000 | -11.8% | 38,405 | +16.3% | 0.08% | -13.8% |
| Q3 2018 | $1,184,000 | +33.9% | 33,026 | +37.7% | 0.09% | +74.0% |
| Q2 2018 | $884,000 | +182.4% | 23,979 | +153.2% | 0.05% | +85.2% |
| Q1 2018 | $313,000 | -67.1% | 9,469 | -64.7% | 0.03% | -78.0% |
| Q4 2017 | $951,000 | -72.0% | 26,823 | -71.7% | 0.12% | -66.7% |
| Q4 2016 | $3,402,000 | +93.4% | 94,631 | +78.8% | 0.37% | +119.6% |
| Q2 2016 | $1,759,000 | -7.9% | 52,936 | -17.6% | 0.17% | -40.8% |
| Q1 2016 | $1,909,000 | -51.8% | 64,208 | -54.4% | 0.28% | -55.8% |
| Q4 2015 | $3,964,000 | -37.4% | 140,865 | -35.4% | 0.64% | +4.6% |
| Q3 2015 | $6,330,000 | +271.9% | 217,959 | +364.6% | 0.61% | +306.6% |
| Q2 2015 | $1,702,000 | +100.5% | 46,910 | +107.4% | 0.15% | +43.8% |
| Q1 2015 | $849,000 | +36.3% | 22,620 | +39.1% | 0.10% | +75.0% |
| Q4 2014 | $623,000 | -48.0% | 16,258 | -39.2% | 0.06% | -55.2% |
| Q3 2014 | $1,197,000 | +1160.0% | 26,740 | +1307.4% | 0.13% | +1016.7% |
| Q2 2014 | $95,000 | -89.6% | 1,900 | -90.8% | 0.01% | -89.7% |
| Q1 2014 | $916,000 | +10077.8% | 20,666 | +10390.4% | 0.12% | +5750.0% |
| Q4 2013 | $9,000 | -98.6% | 197 | -98.9% | 0.00% | -96.2% |
| Q2 2013 | $657,000 | – | 17,165 | – | 0.05% | – |
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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% |