ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,731 | +6.9% | 19,541 | -0.2% | 0.08% | +8.5% |
| Q2 2023 | $760,464 | -2.2% | 19,589 | -1.3% | 0.07% | -5.3% |
| Q1 2023 | $777,740 | -4.0% | 19,855 | -0.3% | 0.08% | -8.5% |
| Q4 2022 | $809,886 | +15.4% | 19,918 | -1.3% | 0.08% | +6.5% |
| Q3 2022 | $702,000 | -7.0% | 20,188 | -3.8% | 0.08% | -6.1% |
| Q2 2022 | $755,000 | +7.2% | 20,995 | +20.7% | 0.08% | +22.4% |
| Q1 2022 | $704,000 | +28.5% | 17,397 | 0.0% | 0.07% | +24.1% |
| Q4 2021 | $548,000 | +7.2% | 17,397 | 0.0% | 0.05% | +1.9% |
| Q3 2021 | $511,000 | -3.4% | 17,397 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $529,000 | +10.2% | 17,397 | 0.0% | 0.06% | -6.8% |
| Q1 2021 | $480,000 | +18.5% | 17,397 | 0.0% | 0.06% | +7.3% |
| Q4 2020 | $405,000 | +17.7% | 17,397 | 0.0% | 0.06% | +1.9% |
| Q3 2020 | $344,000 | -8.8% | 17,397 | 0.0% | 0.05% | -12.9% |
| Q2 2020 | $377,000 | +42.3% | 17,397 | +5.4% | 0.06% | +17.0% |
| Q1 2020 | $265,000 | -23.2% | 16,499 | +44.1% | 0.05% | -7.0% |
| Q4 2019 | $345,000 | +3.6% | 11,452 | 0.0% | 0.06% | -3.4% |
| Q3 2019 | $333,000 | -9.5% | 11,452 | -4.6% | 0.06% | -11.9% |
| Q2 2019 | $368,000 | -29.8% | 12,000 | -27.2% | 0.07% | -33.0% |
| Q1 2019 | $524,000 | -11.6% | 16,478 | -24.5% | 0.10% | -21.3% |
| Q4 2018 | $593,000 | -55.8% | 21,832 | -40.8% | 0.13% | -54.0% |
| Q3 2018 | $1,342,000 | -10.8% | 36,862 | -11.0% | 0.28% | -13.2% |
| Q2 2018 | $1,505,000 | +9.6% | 41,441 | -0.2% | 0.32% | +6.7% |
| Q1 2018 | $1,373,000 | -8.8% | 41,535 | +1.4% | 0.30% | -6.0% |
| Q4 2017 | $1,505,000 | +5.3% | 40,968 | -3.5% | 0.32% | +1.3% |
| Q3 2017 | $1,429,000 | +3.6% | 42,450 | 0.0% | 0.31% | -0.6% |
| Q2 2017 | $1,380,000 | -4.2% | 42,450 | +0.1% | 0.32% | -9.7% |
| Q1 2017 | $1,440,000 | -13.4% | 42,387 | -7.5% | 0.35% | -16.1% |
| Q4 2016 | $1,662,000 | +14.2% | 45,814 | +6.3% | 0.42% | +7.5% |
| Q3 2016 | $1,455,000 | 0.0% | 43,104 | -0.1% | 0.39% | -0.8% |
| Q2 2016 | $1,455,000 | +11.9% | 43,156 | -2.7% | 0.39% | +8.0% |
| Q1 2016 | $1,300,000 | +51.3% | 44,372 | +27.7% | 0.36% | +38.8% |
| Q4 2015 | $859,000 | -13.8% | 34,746 | +12.0% | 0.26% | -10.3% |
| Q3 2015 | $996,000 | -10.7% | 31,030 | -5.6% | 0.29% | -5.8% |
| Q2 2015 | $1,115,000 | -11.4% | 32,872 | +4.5% | 0.31% | -10.5% |
| Q1 2015 | $1,258,000 | +24.7% | 31,444 | +13.7% | 0.34% | +19.0% |
| Q4 2014 | $1,009,000 | -15.9% | 27,644 | -5.5% | 0.29% | -20.4% |
| Q3 2014 | $1,200,000 | -15.4% | 29,243 | +1.9% | 0.36% | -14.4% |
| Q2 2014 | $1,419,000 | +11.1% | 28,710 | +3.3% | 0.42% | +5.7% |
| Q1 2014 | $1,277,000 | +9.1% | 27,799 | +1.5% | 0.40% | +3.4% |
| Q4 2013 | $1,170,000 | +5.9% | 27,399 | +3.7% | 0.39% | -0.8% |
| Q3 2013 | $1,105,000 | +7.7% | 26,431 | +3.4% | 0.39% | +4.8% |
| Q2 2013 | $1,026,000 | – | 25,569 | – | 0.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cadent Capital Advisors, LLC | 321,389 | $11,564,000 | 6.53% |
| MinichMacGregor Wealth Management, LLC | 393,986 | $14,175,000 | 5.84% |
| ODonnell Financial Services, LLC | 187,102 | $6,723,000 | 5.51% |
| Sowa Financial Group, Inc. | 182,369 | $6,562,000 | 5.00% |
| Milestone Advisory Partners | 116,046 | $4,228,000 | 3.43% |
| MENLO ADVISORS LLC | 143,525 | $5,164,000 | 3.42% |
| Family Firm, Inc. | 262,974 | $9,462,000 | 2.79% |
| AVALON CAPITAL MANAGEMENT | 184,788 | $6,649,000 | 2.72% |
| Zeit Capital LLC | 54,440 | $1,959,000 | 1.88% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 66,187 | $2,369,000 | 1.19% |