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 | $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 ↓ |
|---|---|---|---|
| Family Firm, Inc. | 257,385 | $10,704,642 | 3.01% |
| THEORY FINANCIAL LLC | 87,460 | $3,637,461 | 2.13% |
| Zeit Capital LLC | 41,987 | $1,746,259 | 1.62% |
| Sowa Financial Group, Inc. | 51,679 | $2,149 | 1.61% |
| Midwest Professional Planners, LTD. | 67,622 | $2,812,399 | 1.26% |
| Windward Private Wealth Management Inc. | 65,084 | $2,706,844 | 1.22% |
| Milestone Advisory Partners | 26,471 | $1,100,929 | 0.92% |
| Q3 Asset Management | 50,251 | $2,089 | 0.83% |
| Great Lakes Retirement, Inc. | 104,344 | $4,372,664 | 0.79% |
| DHK Financial Advisors, Inc. | 16,574 | $694,606 | 0.62% |