ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,182 | +7.1% | 4,189 | 0.0% | 0.04% | +12.1% |
| Q2 2023 | $162,581 | -1.8% | 4,189 | -0.9% | 0.03% | -5.7% |
| Q1 2023 | $165,612 | -3.4% | 4,229 | +0.2% | 0.04% | -10.3% |
| Q4 2022 | $171,509 | +17.5% | 4,219 | +0.3% | 0.04% | +8.3% |
| Q3 2022 | $146,000 | -3.3% | 4,208 | +0.4% | 0.04% | -2.7% |
| Q2 2022 | $151,000 | -10.7% | 4,193 | +0.3% | 0.04% | +2.8% |
| Q1 2022 | $169,000 | +29.0% | 4,181 | +0.3% | 0.04% | +33.3% |
| Q4 2021 | $131,000 | +7.4% | 4,170 | +0.8% | 0.03% | 0.0% |
| Q3 2021 | $122,000 | -2.4% | 4,138 | +0.9% | 0.03% | 0.0% |
| Q2 2021 | $125,000 | +10.6% | 4,103 | +0.5% | 0.03% | 0.0% |
| Q1 2021 | $113,000 | +25.6% | 4,082 | +5.5% | 0.03% | +17.4% |
| Q4 2020 | $90,000 | +18.4% | 3,871 | +0.9% | 0.02% | 0.0% |
| Q3 2020 | $76,000 | -1.3% | 3,838 | +7.7% | 0.02% | -8.0% |
| Q2 2020 | $77,000 | +26.2% | 3,564 | -2.4% | 0.02% | +8.7% |
| Q1 2020 | $61,000 | -44.0% | 3,653 | +0.5% | 0.02% | -32.4% |
| Q4 2019 | $109,000 | +4.8% | 3,635 | +1.5% | 0.03% | -5.6% |
| Q3 2019 | $104,000 | -6.3% | 3,583 | -1.1% | 0.04% | -7.7% |
| Q2 2019 | $111,000 | -0.9% | 3,623 | +1.9% | 0.04% | -4.9% |
| Q1 2019 | $112,000 | +6.7% | 3,556 | -7.8% | 0.04% | -2.4% |
| Q4 2018 | $105,000 | – | 3,856 | – | 0.04% | – |
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% |