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 | $487 | +1.0% | 11,714 | -5.6% | 0.16% | +5.1% |
| Q2 2023 | $482 | -0.8% | 12,410 | +0.0% | 0.16% | -4.8% |
| Q1 2023 | $486 | -3.6% | 12,409 | +0.0% | 0.16% | -7.3% |
| Q4 2022 | $504 | -99.9% | 12,407 | +1.4% | 0.18% | +11.9% |
| Q3 2022 | $425,000 | -3.4% | 12,232 | 0.0% | 0.16% | +10.4% |
| Q2 2022 | $440,000 | -8.7% | 12,232 | +2.6% | 0.14% | +9.1% |
| Q1 2022 | $482,000 | – | 11,923 | – | 0.13% | – |
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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% |