ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 13.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,933,292 | +7.1% | 46,485 | 0.0% | 0.47% | +7.8% |
Q2 2023 | $1,804,530 | -4.0% | 46,485 | +0.0% | 0.44% | -8.2% |
Q1 2023 | $1,880,233 | +0.8% | 46,483 | +1.3% | 0.48% | -18.6% |
Q4 2022 | $1,865,801 | +17.6% | 45,888 | +0.5% | 0.58% | +5.8% |
Q3 2022 | $1,587,000 | +10.8% | 45,661 | +14.7% | 0.55% | +15.0% |
Q2 2022 | $1,432,000 | -5.0% | 39,793 | +6.7% | 0.48% | -5.9% |
Q1 2022 | $1,508,000 | -6.6% | 37,281 | -27.3% | 0.51% | +0.6% |
Q4 2021 | $1,614,000 | +6.7% | 51,279 | -0.5% | 0.51% | -1.4% |
Q3 2021 | $1,513,000 | +2.4% | 51,514 | +6.2% | 0.52% | -0.4% |
Q2 2021 | $1,477,000 | +5.0% | 48,524 | -19.6% | 0.52% | +0.6% |
Q4 2020 | $1,406,000 | +6.8% | 60,377 | -9.2% | 0.51% | +1.0% |
Q3 2020 | $1,317,000 | -7.8% | 66,500 | +0.9% | 0.51% | -14.7% |
Q2 2020 | $1,429,000 | +81.1% | 65,894 | +38.8% | 0.60% | +55.5% |
Q1 2020 | $789,000 | – | 47,458 | – | 0.38% | – |
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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% |