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 | $1,100,929 | -6.0% | 26,471 | -12.2% | 0.92% | -13.6% |
| Q2 2023 | $1,170,617 | -69.7% | 30,155 | -69.4% | 1.06% | -70.2% |
| Q1 2023 | $3,858,363 | -16.6% | 98,503 | -13.5% | 3.56% | +3.3% |
| Q4 2022 | $4,629,100 | +14.2% | 113,849 | -2.3% | 3.44% | +13.3% |
| Q3 2022 | $4,052,000 | -4.2% | 116,565 | +0.4% | 3.04% | -11.3% |
| Q2 2022 | $4,228,000 | -20.5% | 116,046 | -11.7% | 3.43% | +19.5% |
| Q1 2022 | $5,318,000 | – | 131,481 | – | 2.87% | – |
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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% |