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 | $2,812,399 | -25.0% | 67,622 | -29.3% | 1.26% | -31.0% |
| Q1 2023 | $3,748,266 | +93.3% | 95,692 | +100.7% | 1.83% | +70.9% |
| Q4 2022 | $1,938,871 | +3.7% | 47,685 | -11.3% | 1.07% | -3.8% |
| Q3 2022 | $1,869,000 | -2.9% | 53,755 | +0.5% | 1.12% | +2.7% |
| Q2 2022 | $1,925,000 | -58.0% | 53,507 | -52.7% | 1.09% | -51.8% |
| Q1 2022 | $4,579,000 | +190.0% | 113,200 | +118.2% | 2.25% | +173.6% |
| Q2 2021 | $1,579,000 | +526.6% | 51,877 | +658.9% | 0.82% | +265.8% |
| Q2 2018 | $252,000 | – | 6,836 | – | 0.22% | – |
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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% |