ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,127 | +23.1% | 23,661 | +14.9% | 0.00% | 0.0% |
| Q2 2023 | $799,250 | -83.3% | 20,584 | -83.1% | 0.00% | -88.9% |
| Q1 2023 | $4,785,151 | -8.8% | 122,056 | -5.4% | 0.01% | -18.2% |
| Q4 2022 | $5,245,317 | +26.5% | 129,027 | +8.1% | 0.01% | +22.2% |
| Q3 2022 | $4,148,000 | +0.7% | 119,311 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $4,118,000 | -42.3% | 114,465 | -35.3% | 0.01% | -35.7% |
| Q1 2022 | $7,131,000 | +2230.4% | 176,821 | +1720.1% | 0.01% | +1300.0% |
| Q4 2021 | $306,000 | -45.8% | 9,715 | -49.6% | 0.00% | 0.0% |
| Q3 2021 | $565,000 | -29.8% | 19,270 | -27.1% | 0.00% | -50.0% |
| Q2 2021 | $805,000 | +123.0% | 26,420 | +101.8% | 0.00% | +100.0% |
| Q1 2021 | $361,000 | +22.0% | 13,089 | +3.2% | 0.00% | 0.0% |
| Q4 2020 | $296,000 | -18.7% | 12,680 | -30.4% | 0.00% | 0.0% |
| Q3 2020 | $364,000 | -12.5% | 18,228 | -5.2% | 0.00% | 0.0% |
| Q2 2020 | $416,000 | +24.9% | 19,229 | -3.6% | 0.00% | 0.0% |
| Q1 2020 | $333,000 | – | 19,950 | – | 0.00% | – |
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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% |