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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,102,000 | +5.0% | 29,891 | -5.8% | 0.52% | +56.7% |
| Q1 2018 | $1,050,000 | -6.7% | 31,731 | -0.0% | 0.33% | -6.0% |
| Q4 2017 | $1,125,000 | +5.3% | 31,745 | +0.0% | 0.35% | +2.3% |
| Q3 2017 | $1,068,000 | +23.8% | 31,731 | +16.4% | 0.34% | +16.7% |
| Q2 2017 | $863,000 | -6.9% | 27,263 | +0.8% | 0.29% | -8.4% |
| Q1 2017 | $927,000 | -4.6% | 27,041 | 0.0% | 0.32% | -8.3% |
| Q4 2016 | $972,000 | +3.3% | 27,041 | -1.0% | 0.35% | +4.5% |
| Q3 2016 | $941,000 | +3.6% | 27,321 | 0.0% | 0.34% | +1.8% |
| Q2 2016 | $908,000 | -1.4% | 27,321 | -11.8% | 0.33% | -3.8% |
| Q1 2016 | $921,000 | +23.6% | 30,971 | +16.9% | 0.34% | +34.6% |
| Q4 2015 | $745,000 | +13.4% | 26,489 | +17.1% | 0.25% | +8.1% |
| Q3 2015 | $657,000 | -20.0% | 22,630 | 0.0% | 0.24% | -15.8% |
| Q2 2015 | $821,000 | -8.0% | 22,630 | 0.0% | 0.28% | -5.4% |
| Q1 2015 | $892,000 | +19.1% | 22,630 | +17.8% | 0.30% | +17.1% |
| Q4 2014 | $749,000 | -7.4% | 19,210 | 0.0% | 0.25% | -14.6% |
| Q3 2014 | $809,000 | -15.7% | 19,210 | 0.0% | 0.30% | -17.4% |
| Q2 2014 | $960,000 | +12.8% | 19,210 | 0.0% | 0.36% | +6.9% |
| Q1 2014 | $851,000 | +2.0% | 19,210 | 0.0% | 0.33% | +2.1% |
| Q4 2013 | $834,000 | +3.9% | 19,210 | -0.9% | 0.33% | -6.8% |
| Q3 2013 | $803,000 | +8.4% | 19,380 | 0.0% | 0.35% | +0.6% |
| Q2 2013 | $741,000 | – | 19,380 | – | 0.35% | – |
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% |