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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $702,000 | -35.7% | 25,829 | -15.2% | 0.01% | -25.0% |
| Q3 2018 | $1,092,000 | +52.1% | 30,468 | +40.5% | 0.01% | +33.3% |
| Q1 2018 | $718,000 | +30.8% | 21,678 | +40.0% | 0.01% | +20.0% |
| Q4 2017 | $549,000 | -49.7% | 15,485 | -49.0% | 0.01% | -44.4% |
| Q4 2016 | $1,091,000 | +171.4% | 30,359 | +150.7% | 0.01% | +200.0% |
| Q2 2016 | $402,000 | +67.5% | 12,110 | +46.3% | 0.00% | +200.0% |
| Q3 2015 | $240,000 | +14.3% | 8,279 | +47.7% | 0.00% | 0.0% |
| Q1 2015 | $210,000 | -91.0% | 5,605 | -90.8% | 0.00% | -90.9% |
| Q4 2014 | $2,329,000 | +80.0% | 60,782 | +134.6% | 0.01% | +57.1% |
| Q2 2014 | $1,294,000 | -54.7% | 25,908 | -59.8% | 0.01% | -41.7% |
| Q1 2014 | $2,859,000 | +109.5% | 64,513 | +80.9% | 0.01% | +71.4% |
| Q2 2013 | $1,365,000 | – | 35,668 | – | 0.01% | – |
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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% |