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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $763,884 | -13.4% | 18,367 | -19.2% | 0.19% | -10.3% |
| Q2 2023 | $882,516 | -25.5% | 22,734 | -24.9% | 0.21% | -28.4% |
| Q1 2023 | $1,185,061 | -21.9% | 30,254 | -18.9% | 0.30% | -23.5% |
| Q4 2022 | $1,517,024 | -17.7% | 37,310 | -29.6% | 0.39% | -23.9% |
| Q3 2022 | $1,843,000 | -45.2% | 53,008 | -43.3% | 0.51% | -44.8% |
| Q2 2022 | $3,362,000 | -50.1% | 93,447 | -43.9% | 0.93% | -37.9% |
| Q1 2022 | $6,741,000 | +346.1% | 166,655 | +247.2% | 1.50% | +368.8% |
| Q4 2021 | $1,511,000 | -3.2% | 47,993 | -9.7% | 0.32% | -13.0% |
| Q3 2021 | $1,561,000 | -61.3% | 53,147 | -62.0% | 0.37% | -60.3% |
| Q2 2021 | $4,030,000 | +113.0% | 139,869 | +103.9% | 0.93% | +97.4% |
| Q1 2021 | $1,892,000 | +17.8% | 68,609 | -0.5% | 0.47% | +5.1% |
| Q4 2020 | $1,606,000 | – | 68,944 | – | 0.45% | – |
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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% |