Goodwin Investment Advisory - ISHARES TR ownership

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
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,558
+7.1%
3260.0%0.01%
+14.3%
Q2 2023$12,655
-0.9%
3260.0%0.01%
-12.5%
Q1 2023$12,769
-3.7%
3260.0%0.01%
-11.1%
Q4 2022$13,255
-49.0%
326
-56.9%
0.01%
-55.0%
Q3 2022$26,0007570.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Mercer Investments LLC 75,967$2,800,144,00036.79%
AVALON CAPITAL MANAGEMENT 217,833$8,029,0007.98%
M Financial Asset Management, Inc. 9,329$345,0004.65%
Family Firm, Inc. 270,058$9,954,0003.73%
MOLLER WEALTH PARTNERS 146,042$5,383,0002.09%
INTERACTIVE FINANCIAL ADVISORS, INC. 63,856$2,354,0001.11%
Cetera Investment Advisers 160,201$5,896,0001.04%
M Holdings Securities, Inc. 92,990$3,428,0000.94%
Rampart Investment Management Company, LLC 188,781$6,958,0000.68%
Courage Miller Partners, LLC 30,195$1,112,0000.66%
View complete list of ISHARES TR shareholders