ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 13.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,176 | +57.8% | 966 | +47.3% | 0.00% | +100.0% |
| Q2 2023 | $25,466 | -0.9% | 656 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $25,696 | +91671.4% | 656 | -3.2% | 0.00% | -50.0% |
| Q4 2022 | $28 | -99.9% | 678 | -1.5% | 0.00% | +100.0% |
| Q3 2022 | $24,000 | +4.3% | 688 | +6.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -11.5% | 649 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | +30.0% | 649 | 0.0% | 0.00% | – |
| Q4 2021 | $20,000 | +11.1% | 649 | +8.2% | 0.00% | – |
| Q3 2021 | $18,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2021 | $18,000 | +5.9% | 600 | 0.0% | 0.00% | – |
| Q1 2021 | $17,000 | – | 600 | – | 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% |