ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 140 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,017 | -24.1% | 13,369 | -29.2% | 0.01% | -45.5% |
| Q2 2023 | $732,999 | +151.9% | 18,882 | +133.6% | 0.01% | +10.0% |
| Q2 2022 | $291,000 | +32.9% | 8,084 | +12.3% | 0.01% | +42.9% |
| Q2 2021 | $219,000 | -10.2% | 7,196 | -31.4% | 0.01% | +16.7% |
| Q4 2020 | $244,000 | -5.1% | 10,496 | +18.8% | 0.01% | +200.0% |
| Q3 2019 | $257,000 | -8.9% | 8,834 | -3.9% | 0.00% | -33.3% |
| Q2 2019 | $282,000 | -4.1% | 9,189 | -2.1% | 0.00% | 0.0% |
| Q1 2019 | $294,000 | +27.8% | 9,382 | +11.1% | 0.00% | 0.0% |
| Q4 2018 | $230,000 | -48.0% | 8,446 | -29.6% | 0.00% | +50.0% |
| Q2 2018 | $442,000 | -95.8% | 11,992 | -96.2% | 0.00% | -99.8% |
| Q3 2017 | $10,649,000 | +2908.2% | 316,272 | +2416.7% | 0.97% | +128.9% |
| Q4 2015 | $354,000 | +71.8% | 12,567 | +120.9% | 0.42% | +23.5% |
| Q2 2015 | $206,000 | – | 5,689 | – | 0.34% | – |
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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% |