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 | $1,858,959 | +2.5% | 44,697 | -4.3% | 0.00% | 0.0% |
| Q2 2023 | $1,813,489 | -0.3% | 46,715 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $1,818,459 | +7.2% | 46,425 | +11.3% | 0.00% | 0.0% |
| Q4 2022 | $1,696,569 | +43.2% | 41,726 | +22.8% | 0.00% | +50.0% |
| Q3 2022 | $1,185,000 | +23.1% | 33,966 | +29.6% | 0.00% | 0.0% |
| Q2 2022 | $963,000 | +109.8% | 26,201 | +131.1% | 0.00% | +100.0% |
| Q1 2022 | $459,000 | +97.8% | 11,338 | +56.4% | 0.00% | – |
| Q4 2021 | $232,000 | -4.1% | 7,250 | -8.8% | 0.00% | – |
| Q2 2021 | $242,000 | +13.1% | 7,950 | +2.5% | 0.00% | – |
| Q1 2021 | $214,000 | – | 7,754 | – | 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% |