ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 140 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19 | +72.7% | 800 | -70.4% | 0.00% | +200.0% |
| Q1 2023 | $11 | -97.2% | 2,700 | -85.7% | 0.00% | -96.9% |
| Q4 2022 | $386 | -99.3% | 18,875 | +8.5% | 0.03% | +700.0% |
| Q3 2022 | $59,000 | +883.3% | 17,400 | +205.3% | 0.00% | – |
| Q2 2022 | $6,000 | -96.1% | 5,700 | -50.4% | 0.00% | -100.0% |
| Q1 2022 | $153,000 | +1600.0% | 11,500 | +1050.0% | 0.01% | – |
| Q4 2021 | $9,000 | – | 1,000 | +150.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 400 | -96.6% | 0.00% | -100.0% |
| Q1 2021 | $81,000 | +17.4% | 11,699 | +52.0% | 0.00% | +33.3% |
| Q4 2020 | $69,000 | – | 7,699 | +97.4% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 3,900 | -40.9% | 0.00% | – |
| Q3 2017 | $7,000 | +133.3% | 6,600 | +6500.0% | 0.00% | – |
| Q4 2016 | $3,000 | -97.8% | 100 | -97.6% | 0.00% | -100.0% |
| Q2 2016 | $136,000 | +12.4% | 4,100 | -4.7% | 0.01% | -12.5% |
| Q1 2016 | $121,000 | -21.4% | 4,300 | -41.1% | 0.01% | -11.1% |
| Q4 2015 | $154,000 | – | 7,300 | – | 0.01% | – |
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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% |