ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 142 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,363,384 | +3.4% | 30,986 | +5.7% | 0.20% | -1.0% |
| Q1 2024 | $1,318,927 | -0.6% | 29,316 | -10.0% | 0.20% | -9.3% |
| Q4 2023 | $1,326,698 | +4.2% | 32,581 | +6.5% | 0.22% | -6.2% |
| Q3 2023 | $1,272,862 | +13.4% | 30,605 | +5.8% | 0.24% | +15.4% |
| Q2 2023 | $1,122,869 | +7.2% | 28,925 | +8.1% | 0.21% | -1.9% |
| Q1 2023 | $1,047,798 | +16.8% | 26,750 | +21.2% | 0.21% | +6.0% |
| Q4 2022 | $897,366 | +18.9% | 22,070 | +1.6% | 0.20% | +14.9% |
| Q3 2022 | $755,000 | -2.1% | 21,725 | +1.4% | 0.17% | +2.4% |
| Q2 2022 | $771,000 | -8.1% | 21,415 | +3.2% | 0.17% | +14.9% |
| Q1 2022 | $839,000 | +41.2% | 20,750 | +10.0% | 0.15% | +49.5% |
| Q4 2021 | $594,000 | +16.9% | 18,860 | +9.0% | 0.10% | +13.8% |
| Q3 2021 | $508,000 | -0.2% | 17,300 | +3.3% | 0.09% | 0.0% |
| Q2 2021 | $509,000 | +12.6% | 16,740 | +2.1% | 0.09% | -3.3% |
| Q1 2021 | $452,000 | +21.5% | 16,395 | +2.8% | 0.09% | +26.8% |
| Q4 2020 | $372,000 | +2.2% | 15,955 | -13.1% | 0.07% | -10.1% |
| Q3 2020 | $364,000 | +2.2% | 18,365 | +11.8% | 0.08% | -12.2% |
| Q2 2020 | $356,000 | – | 16,420 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 484,718 | $18,986,411 | 6.28% |
| Sowa Financial Group, Inc. | 169,298 | $6,631 | 4.75% |
| Milestone Advisory Partners | 98,503 | $3,858,363 | 3.56% |
| Family Firm, Inc. | 255,072 | $9,991,159 | 2.77% |
| THEORY FINANCIAL LLC | 86,063 | $3,371,088 | 2.02% |
| Midwest Professional Planners, LTD. | 95,692 | $3,748,266 | 1.83% |
| Cadent Capital Advisors, LLC | 101,446 | $3,973,655 | 1.82% |
| Zeit Capital LLC | 42,210 | $1,653,378 | 1.53% |
| Capital CS Group, LLC | 40,257 | $1,576,870 | 1.49% |
| Windward Private Wealth Management Inc. | 66,687 | $2,612,130 | 1.12% |