ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 128 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,000 | +11.4% | 7,800 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $290,000 | -72.9% | 7,461 | -72.7% | 0.00% | -50.0% |
| Q1 2023 | $1,070,000 | -44.4% | 27,340 | -42.0% | 0.00% | -50.0% |
| Q4 2022 | $1,924,000 | +162.5% | 47,153 | +122.0% | 0.00% | +100.0% |
| Q3 2022 | $733,000 | -11.3% | 21,237 | -9.1% | 0.00% | 0.0% |
| Q2 2022 | $826,000 | +239.9% | 23,367 | +284.9% | 0.00% | +100.0% |
| Q1 2022 | $243,000 | +14.1% | 6,071 | -16.5% | 0.00% | 0.0% |
| Q3 2021 | $213,000 | -86.2% | 7,271 | -87.0% | 0.00% | -80.0% |
| Q1 2021 | $1,544,000 | +267.6% | 55,963 | +301.9% | 0.01% | +150.0% |
| Q4 2019 | $420,000 | +50.5% | 13,925 | +45.5% | 0.00% | 0.0% |
| Q3 2019 | $279,000 | -5.1% | 9,570 | +0.0% | 0.00% | 0.0% |
| Q2 2019 | $294,000 | -2.0% | 9,567 | -0.7% | 0.00% | 0.0% |
| Q1 2019 | $300,000 | -17.6% | 9,631 | -27.7% | 0.00% | -33.3% |
| Q4 2018 | $364,000 | +5.2% | 13,326 | +38.5% | 0.00% | +50.0% |
| Q3 2018 | $346,000 | +2.4% | 9,623 | +5.5% | 0.00% | -33.3% |
| Q2 2018 | $338,000 | +12.3% | 9,123 | -0.5% | 0.00% | 0.0% |
| Q1 2018 | $301,000 | -8.0% | 9,173 | -0.3% | 0.00% | 0.0% |
| Q4 2017 | $327,000 | -3.0% | 9,199 | -8.2% | 0.00% | 0.0% |
| Q3 2017 | $337,000 | +19.5% | 10,016 | +11.1% | 0.00% | 0.0% |
| Q2 2017 | $282,000 | -8.4% | 9,012 | +0.3% | 0.00% | 0.0% |
| Q1 2017 | $308,000 | -32.9% | 8,986 | -29.5% | 0.00% | -40.0% |
| Q4 2016 | $459,000 | -9.3% | 12,746 | -13.3% | 0.01% | -16.7% |
| Q3 2016 | $506,000 | +12.2% | 14,706 | +7.4% | 0.01% | 0.0% |
| Q2 2016 | $451,000 | +41.8% | 13,692 | +27.7% | 0.01% | +500.0% |
| Q1 2016 | $318,000 | -28.9% | 10,719 | -32.2% | 0.00% | -80.0% |
| Q4 2015 | $447,000 | +20.8% | 15,802 | +24.0% | 0.01% | 0.0% |
| Q3 2015 | $370,000 | -27.7% | 12,747 | -9.6% | 0.01% | -37.5% |
| Q2 2015 | $512,000 | +1.0% | 14,106 | +4.5% | 0.01% | 0.0% |
| Q1 2015 | $507,000 | -8.6% | 13,497 | -6.9% | 0.01% | 0.0% |
| Q4 2014 | $555,000 | -27.3% | 14,495 | -14.9% | 0.01% | -38.5% |
| Q3 2014 | $763,000 | -25.7% | 17,040 | -17.1% | 0.01% | -27.8% |
| Q2 2014 | $1,027,000 | +60.7% | 20,564 | +42.4% | 0.02% | +50.0% |
| Q1 2014 | $639,000 | +11.5% | 14,436 | +9.2% | 0.01% | 0.0% |
| Q4 2013 | $573,000 | +162.8% | 13,215 | +150.6% | 0.01% | +140.0% |
| Q3 2013 | $218,000 | – | 5,274 | – | 0.01% | – |
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% |