ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 3.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,156 | +5.0% | 13,637 | -2.0% | 0.07% | +9.7% |
| Q2 2023 | $540,177 | -2.1% | 13,915 | -1.4% | 0.06% | -7.5% |
| Q1 2023 | $551,516 | -5.1% | 14,110 | -1.3% | 0.07% | -8.2% |
| Q4 2022 | $581,158 | +18.8% | 14,293 | +1.6% | 0.07% | +7.4% |
| Q3 2022 | $489,000 | -5.2% | 14,063 | -1.9% | 0.07% | -41.9% |
| Q2 2022 | $516,000 | -11.0% | 14,340 | +0.0% | 0.12% | +69.6% |
| Q1 2022 | $580,000 | +26.6% | 14,337 | -1.5% | 0.07% | +25.5% |
| Q4 2021 | $458,000 | +7.3% | 14,554 | +0.1% | 0.06% | -3.5% |
| Q3 2021 | $427,000 | -4.9% | 14,536 | -1.6% | 0.06% | -42.4% |
| Q2 2021 | $449,000 | +27.2% | 14,768 | +15.4% | 0.10% | +15.1% |
| Q1 2021 | $353,000 | +19.7% | 12,798 | +1.2% | 0.09% | +13.2% |
| Q4 2020 | $295,000 | +3.1% | 12,652 | -12.5% | 0.08% | -14.6% |
| Q3 2020 | $286,000 | -11.5% | 14,456 | -3.0% | 0.09% | -20.5% |
| Q2 2020 | $323,000 | +33.5% | 14,899 | +2.4% | 0.11% | +6.7% |
| Q1 2020 | $242,000 | -55.9% | 14,555 | -20.3% | 0.10% | -47.5% |
| Q4 2019 | $549,000 | – | 18,256 | – | 0.20% | – |
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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% |