ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 113 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $9,000 | +12.5% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 280 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 280 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 280 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $5,000 | -61.5% | 280 | -37.5% | 0.00% | +200.0% |
| Q4 2019 | $13,000 | -40.9% | 448 | -40.1% | 0.00% | -50.0% |
| Q3 2019 | $22,000 | -4.3% | 748 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | +130.0% | 748 | +167.1% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | -33.3% | 280 | -47.3% | 0.00% | -33.3% |
| Q3 2015 | $15,000 | -57.1% | 531 | -42.6% | 0.00% | -70.0% |
| Q2 2013 | $35,000 | – | 925 | – | 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% |