ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 111 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,795 | +2.3% | 500 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $20,330 | +19.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -10.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | +25.0% | 500 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $16,000 | +6.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | -41.7% | 500 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +140.0% | 1,000 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -9.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +37.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -46.7% | 500 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $15,000 | – | 500 | – | 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% |