ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 100 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $245,000 | -3.5% | 7,034 | -0.5% | 0.01% | +25.0% |
| Q2 2022 | $254,000 | -24.9% | 7,066 | -15.5% | 0.00% | -20.0% |
| Q1 2022 | $338,000 | +17.0% | 8,361 | -9.0% | 0.01% | +25.0% |
| Q4 2021 | $289,000 | -60.5% | 9,192 | -63.1% | 0.00% | -66.7% |
| Q3 2021 | $732,000 | -10.9% | 24,908 | -7.8% | 0.01% | -7.7% |
| Q2 2021 | $822,000 | +0.7% | 27,012 | -8.8% | 0.01% | -18.8% |
| Q1 2021 | $816,000 | +2.9% | 29,607 | -13.1% | 0.02% | 0.0% |
| Q4 2020 | $793,000 | -76.1% | 34,054 | -79.7% | 0.02% | -94.1% |
| Q3 2020 | $3,322,000 | -10.3% | 167,754 | -1.8% | 0.27% | -20.7% |
| Q2 2020 | $3,704,000 | +4838.7% | 170,865 | -0.9% | 0.34% | +3711.1% |
| Q1 2020 | $75,000 | -98.4% | 172,336 | +13.1% | 0.01% | -98.0% |
| Q4 2019 | $4,590,000 | -1.5% | 152,344 | -4.9% | 0.46% | -18.6% |
| Q3 2019 | $4,660,000 | -8.9% | 160,164 | -3.9% | 0.57% | -14.2% |
| Q2 2019 | $5,117,000 | +3.2% | 166,683 | +5.5% | 0.66% | -5.7% |
| Q1 2019 | $4,957,000 | +11.3% | 158,029 | -3.6% | 0.70% | -3.7% |
| Q4 2018 | $4,454,000 | -23.2% | 163,988 | +1.6% | 0.73% | -12.8% |
| Q3 2018 | $5,799,000 | -1.6% | 161,399 | +0.7% | 0.83% | -19.5% |
| Q2 2018 | $5,896,000 | +138.5% | 160,201 | +113.7% | 1.04% | +123.8% |
| Q1 2018 | $2,472,000 | -3.6% | 74,948 | +3.8% | 0.46% | -1.7% |
| Q4 2017 | $2,564,000 | +4.9% | 72,229 | -0.6% | 0.47% | -12.9% |
| Q3 2017 | $2,445,000 | +4.9% | 72,647 | -1.2% | 0.54% | -5.3% |
| Q2 2017 | $2,330,000 | -23.8% | 73,548 | -17.5% | 0.57% | -32.3% |
| Q1 2017 | $3,057,000 | -10.1% | 89,195 | -5.3% | 0.84% | -25.5% |
| Q4 2016 | $3,399,000 | +3.5% | 94,230 | -1.3% | 1.13% | -19.7% |
| Q3 2016 | $3,284,000 | +5.0% | 95,426 | +1.2% | 1.41% | +15.1% |
| Q2 2016 | $3,129,000 | -8.7% | 94,281 | -18.3% | 1.23% | -17.4% |
| Q1 2016 | $3,426,000 | +11.8% | 115,343 | +6.1% | 1.48% | +5.5% |
| Q4 2015 | $3,064,000 | – | 108,753 | – | 1.41% | – |
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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% |