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 | $317,498 | +13.8% | 7,634 | +6.3% | 0.03% | +17.4% |
| Q2 2023 | $278,883 | -0.9% | 7,184 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $281,397 | +97607.3% | 7,184 | +1.7% | 0.02% | +4.8% |
| Q4 2022 | $288 | -99.9% | 7,066 | -7.7% | 0.02% | 0.0% |
| Q3 2022 | $266,000 | +232.5% | 7,654 | +189.0% | 0.02% | +16.7% |
| Q4 2019 | $80,000 | +77.8% | 2,648 | +72.3% | 0.02% | +80.0% |
| Q3 2019 | $45,000 | 0.0% | 1,537 | +4.8% | 0.01% | 0.0% |
| Q2 2019 | $45,000 | -6.2% | 1,466 | -4.2% | 0.01% | -9.1% |
| Q1 2019 | $48,000 | +17.1% | 1,530 | +2.0% | 0.01% | +10.0% |
| Q4 2018 | $41,000 | -24.1% | 1,500 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $54,000 | -1.8% | 1,500 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $55,000 | +10.0% | 1,500 | 0.0% | 0.01% | +9.1% |
| Q1 2018 | $50,000 | -5.7% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $53,000 | +3.9% | 1,500 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $51,000 | +8.5% | 1,500 | 0.0% | 0.01% | +10.0% |
| Q2 2017 | $47,000 | – | 1,500 | – | 0.01% | – |
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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% |