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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |