ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 146 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $276 | -17.1% | 7,049 | -14.0% | 0.00% | -40.0% |
| Q4 2022 | $333 | -100.0% | 8,194 | -88.1% | 0.01% | -80.8% |
| Q3 2022 | $2,398,000 | +32.0% | 68,995 | +36.7% | 0.03% | +30.0% |
| Q2 2022 | $1,816,000 | +68.0% | 50,479 | +28.7% | 0.02% | +81.8% |
| Q1 2021 | $1,081,000 | -22.3% | 39,224 | -34.3% | 0.01% | -60.7% |
| Q4 2020 | $1,391,000 | -42.7% | 59,732 | -18.3% | 0.03% | -98.1% |
| Q2 2016 | $2,429,000 | +210.2% | 73,134 | +238.6% | 1.48% | +299.7% |
| Q2 2015 | $783,000 | – | 21,599 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cadent Capital Advisors, LLC | 321,389 | $11,564,000 | 6.53% |
| MinichMacGregor Wealth Management, LLC | 393,986 | $14,175,000 | 5.84% |
| ODonnell Financial Services, LLC | 187,102 | $6,723,000 | 5.51% |
| Sowa Financial Group, Inc. | 182,369 | $6,562,000 | 5.00% |
| Milestone Advisory Partners | 116,046 | $4,228,000 | 3.43% |
| MENLO ADVISORS LLC | 143,525 | $5,164,000 | 3.42% |
| Family Firm, Inc. | 262,974 | $9,462,000 | 2.79% |
| AVALON CAPITAL MANAGEMENT | 184,788 | $6,649,000 | 2.72% |
| Zeit Capital LLC | 54,440 | $1,959,000 | 1.88% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 66,187 | $2,369,000 | 1.19% |