ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,452 | +1.7% | 4,026 | -5.1% | 0.01% | 0.0% |
| Q2 2023 | $164,646 | -1.4% | 4,241 | -0.5% | 0.01% | 0.0% |
| Q1 2023 | $166,989 | -15.3% | 4,263 | -12.1% | 0.01% | -26.7% |
| Q4 2022 | $197,128 | -1.4% | 4,848 | -16.0% | 0.02% | -11.8% |
| Q3 2022 | $200,000 | -4.3% | 5,770 | -0.7% | 0.02% | -19.0% |
| Q2 2022 | $209,000 | -14.0% | 5,812 | -3.6% | 0.02% | 0.0% |
| Q1 2022 | $243,000 | +25.9% | 6,028 | -2.1% | 0.02% | +31.2% |
| Q4 2021 | $193,000 | -6.3% | 6,158 | -12.4% | 0.02% | -5.9% |
| Q3 2021 | $206,000 | -9.6% | 7,030 | -6.6% | 0.02% | -26.1% |
| Q2 2021 | $228,000 | +8.6% | 7,524 | -1.6% | 0.02% | +4.5% |
| Q1 2021 | $210,000 | 0.0% | 7,647 | -15.3% | 0.02% | -15.4% |
| Q4 2020 | $210,000 | +6.1% | 9,029 | -10.1% | 0.03% | -7.1% |
| Q3 2020 | $198,000 | -14.7% | 10,047 | -6.2% | 0.03% | -22.2% |
| Q2 2020 | $232,000 | -2.5% | 10,707 | -25.4% | 0.04% | -23.4% |
| Q1 2020 | $238,000 | -47.5% | 14,361 | -4.6% | 0.05% | -35.6% |
| Q4 2019 | $453,000 | +0.2% | 15,057 | -3.2% | 0.07% | -7.6% |
| Q3 2019 | $452,000 | -6.6% | 15,554 | -1.4% | 0.08% | -9.2% |
| Q2 2019 | $484,000 | -8.7% | 15,777 | -6.7% | 0.09% | -22.3% |
| Q1 2019 | $530,000 | +12.8% | 16,901 | -2.4% | 0.11% | -0.9% |
| Q4 2018 | $470,000 | -26.2% | 17,311 | -2.6% | 0.11% | -16.9% |
| Q3 2018 | $637,000 | -2.9% | 17,779 | -0.1% | 0.14% | -8.1% |
| Q2 2018 | $656,000 | +4.1% | 17,804 | -6.5% | 0.15% | +1.4% |
| Q1 2018 | $630,000 | -12.0% | 19,045 | -5.7% | 0.15% | -8.8% |
| Q4 2017 | $716,000 | -4.0% | 20,202 | -8.8% | 0.16% | -34.7% |
| Q3 2017 | $746,000 | -2.9% | 22,146 | -8.8% | 0.24% | -22.0% |
| Q2 2017 | $768,000 | -24.9% | 24,272 | -18.7% | 0.31% | -8.2% |
| Q1 2017 | $1,023,000 | -1.4% | 29,845 | +3.3% | 0.34% | -11.9% |
| Q4 2016 | $1,038,000 | +5.0% | 28,885 | +0.7% | 0.39% | 0.0% |
| Q3 2016 | $989,000 | -44.7% | 28,697 | -49.5% | 0.39% | +0.3% |
| Q2 2016 | $1,788,000 | +112.4% | 56,779 | +100.5% | 0.39% | +3.8% |
| Q1 2016 | $842,000 | +11.1% | 28,316 | +5.1% | 0.37% | -10.1% |
| Q4 2015 | $758,000 | -0.7% | 26,932 | +2.5% | 0.42% | -7.2% |
| Q3 2015 | $763,000 | -20.3% | 26,269 | -0.5% | 0.45% | -40.2% |
| Q2 2015 | $957,000 | -3.1% | 26,391 | +0.3% | 0.75% | -2.1% |
| Q1 2015 | $988,000 | +4.9% | 26,306 | +7.0% | 0.76% | +1.7% |
| Q4 2014 | $942,000 | -12.0% | 24,583 | +2.9% | 0.75% | -17.6% |
| Q3 2014 | $1,070,000 | -4.6% | 23,900 | +6.4% | 0.91% | -3.3% |
| Q2 2014 | $1,122,000 | +41.0% | 22,462 | +25.0% | 0.94% | +41.5% |
| Q1 2014 | $796,000 | +22.3% | 17,968 | +19.8% | 0.66% | +7.8% |
| Q4 2013 | $651,000 | – | 15,003 | – | 0.62% | – |
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% |