ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,640 | -2.2% | 60 | 0.0% | 0.00% | – |
Q1 2024 | $2,699 | +10.5% | 60 | 0.0% | 0.00% | – |
Q4 2023 | $2,443 | -2.1% | 60 | 0.0% | 0.00% | – |
Q3 2023 | $2,495 | +7.2% | 60 | 0.0% | 0.00% | – |
Q2 2023 | $2,328 | -0.9% | 60 | 0.0% | 0.00% | – |
Q1 2023 | $2,349 | -3.7% | 60 | 0.0% | 0.00% | – |
Q4 2022 | $2,439 | +22.0% | 60 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
Q2 2022 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
Q1 2022 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
Q4 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
Q3 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
Q2 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
Q1 2021 | $2,000 | +100.0% | 60 | 0.0% | 0.00% | – |
Q4 2020 | $1,000 | -93.8% | 60 | -92.4% | 0.00% | -100.0% |
Q3 2020 | $16,000 | -27.3% | 785 | -24.2% | 0.00% | 0.0% |
Q2 2020 | $22,000 | +29.4% | 1,035 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $17,000 | -45.2% | 1,035 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $31,000 | -6.1% | 1,035 | -8.8% | 0.00% | 0.0% |
Q3 2019 | $33,000 | -13.2% | 1,135 | -8.1% | 0.00% | -33.3% |
Q2 2019 | $38,000 | -5.0% | 1,235 | -3.9% | 0.00% | 0.0% |
Q1 2019 | $40,000 | +14.3% | 1,285 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $35,000 | -45.3% | 1,285 | -28.0% | 0.00% | -40.0% |
Q3 2018 | $64,000 | -5.9% | 1,785 | -2.7% | 0.01% | 0.0% |
Q2 2018 | $68,000 | -69.4% | 1,835 | -72.7% | 0.01% | -72.2% |
Q1 2018 | $222,000 | -6.7% | 6,710 | 0.0% | 0.02% | -10.0% |
Q4 2017 | $238,000 | -15.3% | 6,710 | -19.7% | 0.02% | -23.1% |
Q3 2017 | $281,000 | +6.0% | 8,360 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $265,000 | -12.8% | 8,360 | -5.6% | 0.03% | -13.3% |
Q1 2017 | $304,000 | -5.6% | 8,860 | -1.1% | 0.03% | -11.8% |
Q4 2016 | $322,000 | -3.3% | 8,960 | -7.2% | 0.03% | -10.5% |
Q3 2016 | $333,000 | +3.1% | 9,660 | -0.5% | 0.04% | +2.7% |
Q2 2016 | $323,000 | +4.5% | 9,710 | -6.5% | 0.04% | +2.8% |
Q1 2016 | $309,000 | +0.7% | 10,385 | -4.9% | 0.04% | 0.0% |
Q4 2015 | $307,000 | -21.7% | 10,915 | -19.2% | 0.04% | -25.0% |
Q3 2015 | $392,000 | -21.1% | 13,515 | -1.3% | 0.05% | -12.7% |
Q2 2015 | $497,000 | -8.3% | 13,690 | -5.2% | 0.06% | -8.3% |
Q1 2015 | $542,000 | -2.7% | 14,440 | -0.7% | 0.06% | -3.2% |
Q4 2014 | $557,000 | -14.3% | 14,535 | 0.0% | 0.06% | -17.3% |
Q3 2014 | $650,000 | -10.5% | 14,535 | 0.0% | 0.08% | -7.4% |
Q2 2014 | $726,000 | +6.9% | 14,535 | -5.2% | 0.08% | +1.2% |
Q1 2014 | $679,000 | +2.1% | 15,340 | 0.0% | 0.08% | 0.0% |
Q4 2013 | $665,000 | -4.7% | 15,340 | -8.9% | 0.08% | -14.9% |
Q3 2013 | $698,000 | +8.2% | 16,840 | 0.0% | 0.09% | +1.1% |
Q2 2013 | $645,000 | – | 16,840 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MinichMacGregor Wealth Management, LLC | 484,718 | $18,986,411 | 6.28% |
Sowa Financial Group, Inc. | 169,298 | $6,631 | 4.75% |
Milestone Advisory Partners | 98,503 | $3,858,363 | 3.56% |
Family Firm, Inc. | 255,072 | $9,991,159 | 2.77% |
THEORY FINANCIAL LLC | 86,063 | $3,371,088 | 2.02% |
Midwest Professional Planners, LTD. | 95,692 | $3,748,266 | 1.83% |
Cadent Capital Advisors, LLC | 101,446 | $3,973,655 | 1.82% |
Zeit Capital LLC | 42,210 | $1,653,378 | 1.53% |
Capital CS Group, LLC | 40,257 | $1,576,870 | 1.49% |
Windward Private Wealth Management Inc. | 66,687 | $2,612,130 | 1.12% |