ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $974,163 | +6.0% | 23,423 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $918,986 | -3.3% | 23,673 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $949,915 | -3.6% | 24,251 | +0.1% | 0.01% | -12.5% |
| Q4 2022 | $985,000 | +41.3% | 24,233 | +20.8% | 0.01% | +33.3% |
| Q3 2022 | $697,000 | -27.4% | 20,064 | -24.8% | 0.01% | -25.0% |
| Q2 2022 | $960,000 | -41.2% | 26,690 | -33.8% | 0.01% | -27.3% |
| Q1 2022 | $1,632,000 | +99.5% | 40,340 | +55.3% | 0.01% | +120.0% |
| Q4 2021 | $818,000 | +29.8% | 25,970 | +21.0% | 0.01% | +25.0% |
| Q3 2021 | $630,000 | -2.5% | 21,455 | +1.1% | 0.00% | -20.0% |
| Q2 2021 | $646,000 | – | 21,220 | – | 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% |