ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $101,243 | -0.9% | 2,608 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $102,155 | +96272.6% | 2,608 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $106 | -89.4% | 2,608 | +9559.3% | 0.02% | – |
| Q3 2022 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -99.5% | 27 | -99.5% | 0.00% | -100.0% |
| Q1 2022 | $201,000 | +10.4% | 4,978 | +22.7% | 0.03% | -50.0% |
| Q3 2014 | $182,000 | -10.3% | 4,058 | 0.0% | 0.06% | -6.1% |
| Q2 2014 | $203,000 | +12.8% | 4,058 | 0.0% | 0.07% | -2.9% |
| Q1 2014 | $180,000 | +2150.0% | 4,058 | +1787.4% | 0.07% | +1600.0% |
| Q2 2013 | $8,000 | 0.0% | 215 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $8,000 | – | 215 | – | 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% |