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 | $5,490 | +7.1% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,124 | -0.9% | 132 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $5,170 | -3.7% | 132 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,367 | +7.3% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -37.5% | 132 | -43.1% | 0.00% | -33.3% |
| Q2 2022 | $8,000 | -11.1% | 232 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | +125.0% | 232 | +75.8% | 0.00% | +200.0% |
| Q4 2021 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | – | 132 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 132 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $3,000 | – | 132 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 132 | 0.0% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | -50.0% | 132 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | +25.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -20.0% | 132 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | -85.7% | 132 | -87.2% | 0.00% | -87.0% |
| Q2 2016 | $35,000 | +12.9% | 1,032 | 0.0% | 0.02% | +9.5% |
| Q1 2016 | $31,000 | -16.2% | 1,032 | -22.5% | 0.02% | -16.0% |
| Q4 2015 | $37,000 | -5.1% | 1,332 | 0.0% | 0.02% | -7.4% |
| Q3 2015 | $39,000 | -33.9% | 1,332 | -18.4% | 0.03% | -25.0% |
| Q2 2015 | $59,000 | -13.2% | 1,632 | -10.9% | 0.04% | -12.2% |
| Q1 2015 | $68,000 | -2.9% | 1,832 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $70,000 | -14.6% | 1,832 | 0.0% | 0.04% | -16.3% |
| Q3 2014 | $82,000 | -10.9% | 1,832 | 0.0% | 0.05% | -12.5% |
| Q2 2014 | $92,000 | +1433.3% | 1,832 | +1287.9% | 0.06% | +1300.0% |
| Q1 2014 | $6,000 | 0.0% | 132 | 0.0% | 0.00% | -20.0% |
| Q4 2013 | $6,000 | – | 132 | – | 0.01% | – |
Download | ||||||
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% |