ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399 | +5.8% | 9,593 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $377 | -2.8% | 9,722 | -1.9% | 0.00% | -50.0% |
| Q1 2023 | $388 | -25.4% | 9,906 | -22.5% | 0.00% | 0.0% |
| Q4 2022 | $520 | -99.9% | 12,789 | +2.5% | 0.00% | 0.0% |
| Q3 2022 | $434,000 | -15.2% | 12,474 | -7.8% | 0.00% | 0.0% |
| Q2 2022 | $512,000 | -26.4% | 13,535 | -21.3% | 0.00% | -33.3% |
| Q1 2022 | $696,000 | +194.9% | 17,195 | +129.4% | 0.00% | +200.0% |
| Q4 2021 | $236,000 | -18.6% | 7,495 | -24.1% | 0.00% | 0.0% |
| Q3 2021 | $290,000 | -3.3% | 9,875 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $300,000 | +10.7% | 9,875 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $271,000 | +0.4% | 9,835 | -15.2% | 0.00% | 0.0% |
| Q4 2020 | $270,000 | +16.9% | 11,600 | -0.7% | 0.00% | 0.0% |
| Q3 2020 | $231,000 | +7.4% | 11,677 | +18.0% | 0.00% | 0.0% |
| Q2 2020 | $215,000 | -4.9% | 9,897 | +31.7% | 0.00% | 0.0% |
| Q4 2019 | $226,000 | +3.2% | 7,517 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $219,000 | +7.9% | 7,517 | +13.9% | 0.00% | 0.0% |
| Q2 2019 | $203,000 | -1.9% | 6,602 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $207,000 | -100.0% | 6,602 | -63.9% | 0.00% | -85.7% |
| Q4 2014 | $700,758,000 | +176.8% | 18,287 | +199.3% | 0.01% | +75.0% |
| Q3 2013 | $253,175,000 | – | 6,109 | – | 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% |