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 | $689,806 | +44.8% | 16,586 | +35.1% | 0.01% | +40.0% |
| Q2 2023 | $476,549 | +3.5% | 12,276 | +4.4% | 0.01% | 0.0% |
| Q1 2023 | $460,351 | -12.2% | 11,753 | -8.9% | 0.01% | -16.7% |
| Q4 2022 | $524,473 | +9.7% | 12,899 | -6.2% | 0.01% | +20.0% |
| Q3 2022 | $478,000 | -3.2% | 13,757 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $494,000 | -22.3% | 13,740 | -12.6% | 0.01% | -9.1% |
| Q1 2022 | $636,000 | +72.4% | 15,714 | +34.0% | 0.01% | +83.3% |
| Q4 2021 | $369,000 | +1.9% | 11,727 | -4.8% | 0.01% | -14.3% |
| Q3 2021 | $362,000 | -3.5% | 12,322 | -0.1% | 0.01% | 0.0% |
| Q2 2021 | $375,000 | +11.3% | 12,337 | +1.0% | 0.01% | +16.7% |
| Q1 2021 | $337,000 | +23.0% | 12,215 | +3.7% | 0.01% | 0.0% |
| Q4 2020 | $274,000 | +17.6% | 11,783 | +0.2% | 0.01% | +20.0% |
| Q3 2020 | $233,000 | -14.0% | 11,765 | -5.7% | 0.01% | -16.7% |
| Q2 2020 | $271,000 | +34.2% | 12,482 | +2.7% | 0.01% | +20.0% |
| Q1 2020 | $202,000 | -46.1% | 12,148 | -2.5% | 0.01% | -37.5% |
| Q4 2019 | $375,000 | +5.9% | 12,455 | +2.3% | 0.01% | 0.0% |
| Q3 2019 | $354,000 | +3.5% | 12,173 | +9.4% | 0.01% | 0.0% |
| Q2 2019 | $342,000 | +3.3% | 11,127 | +5.4% | 0.01% | +14.3% |
| Q1 2019 | $331,000 | +22.1% | 10,554 | +5.8% | 0.01% | +16.7% |
| Q4 2018 | $271,000 | +5.4% | 9,979 | +38.9% | 0.01% | 0.0% |
| Q3 2018 | $257,000 | -40.9% | 7,182 | -39.1% | 0.01% | -40.0% |
| Q2 2018 | $435,000 | -0.9% | 11,794 | -11.2% | 0.01% | 0.0% |
| Q1 2018 | $439,000 | +2.3% | 13,275 | +9.6% | 0.01% | +11.1% |
| Q4 2017 | $429,000 | +11.4% | 12,115 | +5.9% | 0.01% | 0.0% |
| Q3 2017 | $385,000 | +27.1% | 11,435 | +19.6% | 0.01% | +28.6% |
| Q2 2017 | $303,000 | 0.0% | 9,564 | +8.2% | 0.01% | 0.0% |
| Q1 2017 | $303,000 | 0.0% | 8,841 | +5.0% | 0.01% | -12.5% |
| Q4 2016 | $303,000 | +17.0% | 8,416 | +12.1% | 0.01% | +33.3% |
| Q3 2016 | $259,000 | +19.4% | 7,508 | +15.1% | 0.01% | +20.0% |
| Q2 2016 | $217,000 | – | 6,524 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |