ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 20.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,786 | +7.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $38,070 | +217.8% | 980 | +221.3% | 0.00% | – |
| Q1 2023 | $11,979 | -2.9% | 305 | +0.7% | 0.00% | -100.0% |
| Q4 2022 | $12,342 | -11.8% | 303 | -24.2% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -12.5% | 400 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | +33.3% | 396 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 396 | +1.3% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 391 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $12,000 | +9.1% | 391 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +22.2% | 387 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | -35.7% | 387 | -43.5% | 0.00% | -100.0% |
| Q3 2020 | $14,000 | +75.0% | 685 | +79.8% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +33.3% | 381 | +1.3% | 0.00% | – |
| Q1 2020 | $6,000 | -45.5% | 376 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | 0.0% | 376 | +3.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | -31.2% | 365 | -29.7% | 0.00% | -50.0% |
| Q1 2019 | $16,000 | +14.3% | 519 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | +250.0% | 517 | +406.9% | 0.00% | – |
| Q3 2018 | $4,000 | +33.3% | 102 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 102 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $4,000 | +33.3% | 102 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -50.0% | 102 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | +50.0% | 204 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $4,000 | – | 102 | – | 0.00% | – |
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% |