ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,561 | +7.1% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,391 | -0.3% | 62 | +1.6% | 0.00% | 0.0% |
| Q1 2023 | $2,398 | -2.9% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,470 | +23.5% | 61 | +3.4% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | +100.0% | 59 | +1.7% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 58 | +1.8% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | – | 57 | – | 0.00% | – |
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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% |