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 | $1,036,575 | +1.0% | 24,924 | -5.7% | 0.00% | 0.0% |
| Q2 2023 | $1,026,115 | +0.4% | 26,433 | +1.3% | 0.00% | 0.0% |
| Q1 2023 | $1,021,880 | -26.1% | 26,088 | -23.3% | 0.00% | -50.0% |
| Q4 2022 | $1,382,290 | +58.5% | 33,996 | +35.6% | 0.00% | 0.0% |
| Q3 2022 | $872,000 | -12.4% | 25,078 | -9.3% | 0.00% | 0.0% |
| Q2 2022 | $995,000 | -68.7% | 27,663 | -64.8% | 0.00% | -60.0% |
| Q1 2022 | $3,176,000 | +447.6% | 78,500 | +326.3% | 0.01% | +400.0% |
| Q4 2021 | $580,000 | +8.8% | 18,416 | +1.4% | 0.00% | 0.0% |
| Q3 2021 | $533,000 | -61.1% | 18,155 | -59.7% | 0.00% | -66.7% |
| Q2 2021 | $1,369,000 | +19.0% | 44,998 | +7.8% | 0.00% | +50.0% |
| Q1 2021 | $1,150,000 | +27.1% | 41,737 | +7.4% | 0.00% | 0.0% |
| Q4 2020 | $905,000 | +101.1% | 38,847 | +70.8% | 0.00% | +100.0% |
| Q3 2020 | $450,000 | -27.7% | 22,749 | -20.7% | 0.00% | -50.0% |
| Q2 2020 | $622,000 | -8.0% | 28,694 | -29.4% | 0.00% | -33.3% |
| Q1 2020 | $676,000 | -28.6% | 40,663 | +29.2% | 0.00% | 0.0% |
| Q4 2019 | $947,000 | +43.1% | 31,465 | +38.2% | 0.00% | 0.0% |
| Q3 2019 | $662,000 | +1.4% | 22,767 | +7.0% | 0.00% | 0.0% |
| Q2 2019 | $653,000 | -14.3% | 21,281 | -12.3% | 0.00% | 0.0% |
| Q1 2019 | $762,000 | -4.9% | 24,269 | -17.6% | 0.00% | -25.0% |
| Q4 2018 | $801,000 | -28.0% | 29,461 | -5.1% | 0.00% | -33.3% |
| Q3 2018 | $1,113,000 | -3.9% | 31,052 | -1.2% | 0.01% | 0.0% |
| Q2 2018 | $1,158,000 | +8.4% | 31,417 | -2.7% | 0.01% | 0.0% |
| Q1 2018 | $1,068,000 | -21.1% | 32,277 | -15.5% | 0.01% | -33.3% |
| Q4 2017 | $1,354,000 | +1.3% | 38,194 | -3.8% | 0.01% | -10.0% |
| Q3 2017 | $1,337,000 | +2.7% | 39,698 | -3.5% | 0.01% | 0.0% |
| Q2 2017 | $1,302,000 | -5.0% | 41,135 | +2.8% | 0.01% | -16.7% |
| Q1 2017 | $1,371,000 | -4.5% | 40,004 | +0.3% | 0.01% | -25.0% |
| Q4 2016 | $1,435,000 | +11.6% | 39,897 | +3.1% | 0.02% | -11.1% |
| Q2 2016 | $1,286,000 | -12.4% | 38,700 | -21.7% | 0.02% | -25.0% |
| Q1 2016 | $1,468,000 | +1.8% | 49,411 | -3.6% | 0.02% | -17.2% |
| Q4 2015 | $1,442,000 | +31.2% | 51,232 | +35.4% | 0.03% | +11.5% |
| Q3 2015 | $1,099,000 | -17.6% | 37,849 | +2.9% | 0.03% | -25.7% |
| Q2 2015 | $1,334,000 | +0.2% | 36,765 | +3.7% | 0.04% | -5.4% |
| Q1 2015 | $1,331,000 | -6.4% | 35,443 | -4.5% | 0.04% | -15.9% |
| Q4 2014 | $1,422,000 | -21.9% | 37,111 | -8.7% | 0.04% | -31.2% |
| Q3 2014 | $1,820,000 | -1.2% | 40,667 | +10.2% | 0.06% | -11.1% |
| Q2 2014 | $1,843,000 | -13.5% | 36,894 | -23.3% | 0.07% | -19.1% |
| Q1 2014 | $2,131,000 | -4.2% | 48,106 | -6.1% | 0.09% | -11.9% |
| Q4 2013 | $2,224,000 | -35.8% | 51,247 | -38.7% | 0.10% | -44.5% |
| Q3 2013 | $3,466,000 | +6.7% | 83,644 | -1.5% | 0.18% | -6.2% |
| Q2 2013 | $3,247,000 | – | 84,887 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |