ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,816 | +7.1% | 7,834 | 0.0% | 0.09% | +8.9% |
| Q2 2023 | $304,116 | -0.9% | 7,834 | 0.0% | 0.08% | -7.1% |
| Q1 2023 | $306,858 | -30.3% | 7,834 | -27.7% | 0.08% | -34.1% |
| Q4 2022 | $440,510 | +17.2% | 10,834 | 0.0% | 0.13% | +7.5% |
| Q3 2022 | $376,000 | -3.6% | 10,834 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $390,000 | -11.0% | 10,834 | 0.0% | 0.12% | +4.3% |
| Q1 2022 | $438,000 | +28.4% | 10,834 | 0.0% | 0.12% | -17.6% |
| Q4 2021 | $341,000 | – | 10,834 | – | 0.14% | – |
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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% |