ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 126 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,477 | -3.7% | 319 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,951 | +17.7% | 319 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | 0.0% | 319 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 319 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | +30.0% | 319 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $10,000 | +11.1% | 319 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | -10.0% | 319 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $10,000 | +11.1% | 319 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $9,000 | +28.6% | 319 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $7,000 | +16.7% | 319 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $6,000 | -14.3% | 319 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $7,000 | +40.0% | 319 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $5,000 | -50.0% | 319 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $10,000 | +11.1% | 319 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 319 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $10,000 | 0.0% | 319 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $10,000 | +11.1% | 319 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -18.2% | 319 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $11,000 | -8.3% | 319 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 319 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | +10.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | -9.1% | 319 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $11,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $11,000 | +22.2% | 319 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $9,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $9,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $9,000 | -25.0% | 319 | 0.0% | 0.01% | -28.6% |
| Q2 2015 | $12,000 | 0.0% | 319 | 0.0% | 0.01% | -12.5% |
| Q1 2015 | $12,000 | 0.0% | 319 | 0.0% | 0.01% | +14.3% |
| Q4 2014 | $12,000 | -14.3% | 319 | 0.0% | 0.01% | -22.2% |
| Q3 2014 | $14,000 | -12.5% | 319 | 0.0% | 0.01% | -10.0% |
| Q2 2014 | $16,000 | +14.3% | 319 | 0.0% | 0.01% | +11.1% |
| Q1 2014 | $14,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $14,000 | -6.7% | 319 | -14.7% | 0.01% | -18.2% |
| Q3 2013 | $15,000 | +7.1% | 374 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $14,000 | -26.3% | 374 | -19.9% | 0.01% | -47.6% |
| Q1 2013 | $19,000 | +5.6% | 467 | 0.0% | 0.02% | -4.5% |
| Q4 2012 | $18,000 | – | 467 | – | 0.02% | – |
Download | ||||||
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% |