ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,151,793 | +4.0% | 27,694 | -2.9% | 0.01% | 0.0% |
| Q2 2023 | $1,107,379 | -37.0% | 28,526 | -36.5% | 0.01% | -42.1% |
| Q1 2023 | $1,759,069 | +0.1% | 44,909 | +4.0% | 0.02% | +18.8% |
| Q4 2022 | $1,756,512 | -99.9% | 43,200 | -41.7% | 0.02% | +14.3% |
| Q3 2022 | $1,290,289,000 | +98470.6% | 74,154 | +103.8% | 0.01% | +7.7% |
| Q2 2022 | $1,309,000 | -9.3% | 36,393 | +2.0% | 0.01% | -13.3% |
| Q1 2022 | $1,444,000 | +34.0% | 35,689 | +4.2% | 0.02% | +36.4% |
| Q4 2021 | $1,078,000 | +4.6% | 34,259 | -2.4% | 0.01% | +10.0% |
| Q3 2021 | $1,031,000 | -2.5% | 35,102 | +1.1% | 0.01% | -16.7% |
| Q2 2021 | $1,057,000 | +12.4% | 34,732 | +1.8% | 0.01% | 0.0% |
| Q1 2021 | $940,000 | +14.5% | 34,112 | -2.4% | 0.01% | +20.0% |
| Q4 2020 | $821,000 | -99.9% | 34,953 | -5.4% | 0.01% | -28.6% |
| Q3 2020 | $732,000,000 | – | 36,951 | – | 0.01% | – |
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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% |