ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 140 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q2 2023 | $5 | +150.0% | 130 | +225.0% | 0.00% | – |
| Q1 2023 | $2 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $2 | -99.8% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 40 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 40 | -36.5% | 0.00% | – |
| Q4 2021 | $2,000 | -93.3% | 63 | -92.5% | 0.00% | – |
| Q3 2018 | $30,000 | -3.2% | 841 | 0.0% | 0.00% | – |
| Q2 2018 | $31,000 | +10.7% | 841 | 0.0% | 0.00% | – |
| Q1 2018 | $28,000 | -6.7% | 841 | 0.0% | 0.00% | – |
| Q4 2017 | $30,000 | -31.8% | 841 | -35.4% | 0.00% | – |
| Q3 2017 | $44,000 | -64.8% | 1,301 | -67.2% | 0.00% | -100.0% |
| Q2 2017 | $125,000 | -8.1% | 3,968 | +0.2% | 0.00% | 0.0% |
| Q1 2017 | $136,000 | +100.0% | 3,962 | +108.4% | 0.00% | – |
| Q4 2016 | $68,000 | – | 1,901 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cadent Capital Advisors, LLC | 321,389 | $11,564,000 | 6.53% |
| MinichMacGregor Wealth Management, LLC | 393,986 | $14,175,000 | 5.84% |
| ODonnell Financial Services, LLC | 187,102 | $6,723,000 | 5.51% |
| Sowa Financial Group, Inc. | 182,369 | $6,562,000 | 5.00% |
| Milestone Advisory Partners | 116,046 | $4,228,000 | 3.43% |
| MENLO ADVISORS LLC | 143,525 | $5,164,000 | 3.42% |
| Family Firm, Inc. | 262,974 | $9,462,000 | 2.79% |
| AVALON CAPITAL MANAGEMENT | 184,788 | $6,649,000 | 2.72% |
| Zeit Capital LLC | 54,440 | $1,959,000 | 1.88% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 66,187 | $2,369,000 | 1.19% |