FDx Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.

Quarter-by-quarter ownership
FDx Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$500,000
-14.2%
17,019
-11.2%
0.02%
-15.8%
Q2 2021$583,000
-2.3%
19,157
-11.5%
0.02%
-17.4%
Q1 2021$597,000
+9.5%
21,654
-7.5%
0.02%
+4.5%
Q4 2020$545,000
-88.2%
23,409
-90.0%
0.02%
-89.8%
Q3 2020$4,623,000
-10.3%
233,492
-1.8%
0.22%
-20.0%
Q2 2020$5,155,000
+27.2%
237,766
-2.4%
0.27%
+2.3%
Q1 2020$4,052,000
-38.2%
243,656
+11.8%
0.26%
-27.1%
Q4 2019$6,560,000
-3.2%
217,947
-6.5%
0.36%
-22.8%
Q3 2019$6,779,000
-11.7%
233,122
-6.8%
0.47%
+55.8%
Q2 2019$7,678,000
-7.9%
250,091
-5.9%
0.30%
-10.9%
Q1 2019$8,338,000
+5.1%
265,714
-9.0%
0.34%
-48.2%
Q4 2018$7,932,000
-32.5%
291,837
-8.4%
0.65%
+53.4%
Q2 2018$11,750,000
+131.6%
318,766
+108.0%
0.42%
+181.5%
Q1 2018$5,074,000
-16.2%
153,286
-10.3%
0.15%
-8.5%
Q4 2017$6,057,000
-10.6%
170,915
-15.0%
0.16%
-11.3%
Q3 2017$6,772,000
-1.1%
201,125
-7.0%
0.19%
-8.4%
Q2 2017$6,849,000
-15.3%
216,325
-8.3%
0.20%
-17.8%
Q1 2017$8,088,000
-21.0%
235,999
-17.2%
0.25%
-16.3%
Q4 2016$10,244,000
+12.4%
284,944
+7.8%
0.30%
-22.2%
Q3 2016$9,113,000
+9.6%
264,449
+5.6%
0.38%
+0.8%
Q2 2016$8,316,000
-1.6%
250,325
-11.9%
0.38%
-2.6%
Q1 2016$8,451,000
+13.9%
284,267
+7.8%
0.39%
+14.5%
Q4 2015$7,417,000
+72.8%
263,579
+122.8%
0.34%
+58.2%
Q2 2015$4,293,000
-4.5%
118,315
-1.2%
0.21%
+115.2%
Q1 2015$4,493,0000.0%119,700
+2.1%
0.10%
-63.9%
Q4 2014$4,493,000
+2.9%
117,253
+20.2%
0.27%
-3.2%
Q3 2014$4,365,000
-8.4%
97,547
+2.2%
0.28%
-9.3%
Q2 2014$4,766,000
+12.3%
95,408
-0.4%
0.31%
-11.9%
Q1 2014$4,243,000
+85.0%
95,760
+81.2%
0.35%
+55.3%
Q4 2013$2,293,000
+331.8%
52,841
+312.5%
0.23%
+261.9%
Q3 2013$531,00012,8090.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders