ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2 | -94.1% | 62 | -93.0% | 0.00% | – |
| Q2 2023 | $34 | +9.7% | 887 | +12.0% | 0.00% | – |
| Q1 2023 | $31 | -100.0% | 792 | -82.9% | 0.00% | – |
| Q3 2022 | $161,000 | +235.4% | 4,636 | +240.9% | 0.00% | – |
| Q2 2022 | $48,000 | +2300.0% | 1,360 | +1260.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -75.0% | 100 | -50.0% | 0.00% | – |
| Q2 2020 | $4,000 | +100.0% | 200 | +227.9% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | -95.9% | 61 | -96.4% | 0.00% | -100.0% |
| Q3 2015 | $49,000 | – | 1,689 | – | 0.00% | – |
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% |