ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 119 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.66 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,149 | -67.0% | 51,679 | -69.2% | 1.61% | -63.8% |
| Q2 2023 | $6,507 | -1.9% | 167,631 | -1.0% | 4.46% | -6.0% |
| Q1 2023 | $6,631 | -5.6% | 169,298 | -2.1% | 4.75% | -9.5% |
| Q4 2022 | $7,028 | -99.9% | 172,844 | -2.8% | 5.25% | +7.5% |
| Q3 2022 | $6,180,000 | -5.8% | 177,802 | -2.5% | 4.88% | -2.4% |
| Q2 2022 | $6,562,000 | -11.4% | 182,369 | -0.4% | 5.00% | +12.6% |
| Q1 2022 | $7,407,000 | +29.1% | 183,123 | +0.5% | 4.44% | +32.1% |
| Q4 2021 | $5,739,000 | +6.4% | 182,290 | -0.7% | 3.36% | -3.9% |
| Q3 2021 | $5,392,000 | -5.6% | 183,574 | -2.2% | 3.50% | -17.3% |
| Q2 2021 | $5,710,000 | +20.8% | 187,645 | +9.5% | 4.23% | +27.1% |
| Q1 2021 | $4,725,000 | +17.7% | 171,376 | -0.6% | 3.33% | +23.2% |
| Q4 2020 | $4,015,000 | +14.5% | 172,387 | -2.7% | 2.70% | +7.6% |
| Q3 2020 | $3,507,000 | -12.9% | 177,123 | -4.7% | 2.51% | -17.5% |
| Q2 2020 | $4,028,000 | -99.9% | 185,812 | +3.7% | 3.05% | +16.2% |
| Q1 2020 | $2,981,000,000 | -41.3% | 179,251 | +6.2% | 2.62% | -36.6% |
| Q4 2019 | $5,079,000,000 | – | 168,729 | – | 4.13% | – |
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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% |