ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,732 | +7.4% | 17,522 | +0.2% | 0.17% | +5.0% |
| Q2 2023 | $678,644 | +8.8% | 17,482 | +9.7% | 0.16% | -4.2% |
| Q1 2023 | $624,035 | -3.8% | 15,931 | -0.2% | 0.17% | -10.2% |
| Q4 2022 | $648,760 | +17.1% | 15,956 | +0.1% | 0.19% | +5.6% |
| Q3 2022 | $554,000 | -4.0% | 15,939 | -0.6% | 0.18% | +0.6% |
| Q2 2022 | $577,000 | -11.0% | 16,036 | +0.0% | 0.18% | +1.7% |
| Q1 2022 | $648,000 | +29.1% | 16,031 | +0.6% | 0.17% | +39.5% |
| Q4 2021 | $502,000 | +4.4% | 15,933 | -2.7% | 0.12% | -12.7% |
| Q3 2021 | $481,000 | -4.0% | 16,372 | -0.6% | 0.14% | -2.1% |
| Q2 2021 | $501,000 | +7.7% | 16,473 | -2.3% | 0.14% | +3.6% |
| Q1 2021 | $465,000 | +16.2% | 16,854 | -1.9% | 0.14% | +11.1% |
| Q4 2020 | $400,000 | +3.9% | 17,189 | -11.6% | 0.13% | -6.0% |
| Q3 2020 | $385,000 | -38.5% | 19,450 | -32.6% | 0.13% | -34.6% |
| Q2 2020 | $626,000 | +126.8% | 28,856 | +73.5% | 0.20% | +95.2% |
| Q1 2020 | $276,000 | -55.4% | 16,627 | -19.2% | 0.10% | -42.0% |
| Q4 2019 | $619,000 | +15.3% | 20,589 | +11.5% | 0.18% | +4.0% |
| Q3 2019 | $537,000 | -18.4% | 18,468 | -13.8% | 0.17% | -18.3% |
| Q2 2019 | $658,000 | -2.7% | 21,413 | -0.6% | 0.21% | -6.6% |
| Q1 2019 | $676,000 | -3.3% | 21,544 | -16.2% | 0.23% | -8.8% |
| Q4 2018 | $699,000 | +35.2% | 25,704 | +78.4% | 0.25% | +39.7% |
| Q3 2018 | $517,000 | -1.3% | 14,405 | +1.3% | 0.18% | -7.7% |
| Q2 2018 | $524,000 | +12.2% | 14,221 | +0.7% | 0.19% | +9.6% |
| Q1 2018 | $467,000 | +10.7% | 14,124 | +18.4% | 0.18% | +14.9% |
| Q4 2017 | $422,000 | +15.6% | 11,927 | +10.1% | 0.15% | +7.7% |
| Q3 2017 | $365,000 | -1.4% | 10,837 | -7.1% | 0.14% | -5.9% |
| Q2 2017 | $370,000 | -11.7% | 11,667 | -4.5% | 0.15% | -15.6% |
| Q1 2017 | $419,000 | -10.5% | 12,221 | -6.3% | 0.18% | -12.2% |
| Q4 2016 | $468,000 | -4.7% | 13,043 | -8.5% | 0.20% | -8.9% |
| Q3 2016 | $491,000 | -29.8% | 14,248 | -32.2% | 0.22% | -33.8% |
| Q2 2016 | $699,000 | -21.3% | 21,029 | -29.6% | 0.34% | -23.9% |
| Q1 2016 | $888,000 | -12.9% | 29,876 | -17.5% | 0.45% | -12.0% |
| Q4 2015 | $1,020,000 | -56.3% | 36,223 | -54.9% | 0.51% | -61.7% |
| Q3 2015 | $2,335,000 | – | 80,397 | – | 1.33% | – |
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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% |