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 | $1,542,934 | +6.5% | 37,099 | -0.6% | 0.08% | +3.9% |
| Q2 2023 | $1,449,254 | -1.2% | 37,333 | -0.3% | 0.08% | -14.6% |
| Q1 2023 | $1,466,270 | +19.6% | 37,433 | +24.2% | 0.09% | +20.3% |
| Q4 2022 | $1,225,706 | +226.0% | 30,145 | +178.3% | 0.07% | +184.6% |
| Q3 2022 | $376,000 | +1878.9% | 10,833 | +1906.1% | 0.03% | +2500.0% |
| Q2 2022 | $19,000 | -9.5% | 540 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $21,000 | +31.2% | 540 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | 0.0% | 540 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | 0.0% | 540 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | +6.7% | 540 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | 0.0% | 540 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $15,000 | +50.0% | 540 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -9.1% | 540 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +37.5% | 540 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -74.2% | 540 | -47.9% | 0.00% | -50.0% |
| Q4 2019 | $31,000 | +3.3% | 1,037 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $30,000 | -26.8% | 1,037 | -22.4% | 0.00% | -33.3% |
| Q2 2019 | $41,000 | 0.0% | 1,337 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $41,000 | +13.9% | 1,337 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $36,000 | -30.8% | 1,337 | -9.2% | 0.00% | 0.0% |
| Q3 2018 | $52,000 | +36.8% | 1,472 | +41.9% | 0.00% | 0.0% |
| Q2 2018 | $38,000 | -24.0% | 1,037 | -32.5% | 0.00% | -25.0% |
| Q1 2018 | $50,000 | -7.4% | 1,536 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $54,000 | +5.9% | 1,536 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $51,000 | +6.2% | 1,536 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $48,000 | -7.7% | 1,536 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $52,000 | -17.5% | 1,536 | -13.5% | 0.01% | -37.5% |
| Q4 2016 | $63,000 | +10.5% | 1,775 | +6.0% | 0.01% | 0.0% |
| Q3 2016 | $57,000 | -29.6% | 1,675 | -31.2% | 0.01% | -33.3% |
| Q2 2016 | $81,000 | +14.1% | 2,434 | 0.0% | 0.01% | +9.1% |
| Q1 2016 | $71,000 | – | 2,434 | – | 0.01% | – |
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% |