ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,183,259 | +7.0% | 28,451 | -0.1% | 0.26% | +10.6% |
| Q2 2023 | $1,105,602 | -0.3% | 28,480 | +0.6% | 0.24% | -4.9% |
| Q1 2023 | $1,109,411 | -4.1% | 28,323 | -0.5% | 0.25% | -9.2% |
| Q4 2022 | $1,157,053 | +19.3% | 28,457 | +1.9% | 0.27% | +12.4% |
| Q3 2022 | $970,000 | -3.4% | 27,920 | +0.0% | 0.24% | +0.4% |
| Q2 2022 | $1,004,000 | -10.6% | 27,911 | +0.6% | 0.24% | +2.6% |
| Q1 2022 | $1,123,000 | +28.6% | 27,752 | +0.1% | 0.24% | +36.6% |
| Q4 2021 | $873,000 | +9.0% | 27,734 | +1.7% | 0.17% | +4.9% |
| Q3 2021 | $801,000 | -6.6% | 27,278 | -3.3% | 0.16% | -7.3% |
| Q2 2021 | $858,000 | +7.7% | 28,211 | -2.4% | 0.18% | +2.3% |
| Q1 2021 | $797,000 | +11.6% | 28,910 | -5.7% | 0.17% | -0.6% |
| Q4 2020 | $714,000 | -9.0% | 30,669 | -22.7% | 0.17% | -24.0% |
| Q3 2020 | $785,000 | -8.2% | 39,667 | +0.6% | 0.23% | -15.2% |
| Q2 2020 | $855,000 | +32.8% | 39,431 | +1.9% | 0.27% | +11.1% |
| Q1 2020 | $644,000 | -44.9% | 38,706 | -0.3% | 0.24% | -31.2% |
| Q4 2019 | $1,168,000 | -6.6% | 38,811 | -9.8% | 0.35% | -17.7% |
| Q3 2019 | $1,251,000 | -6.1% | 43,036 | -0.8% | 0.43% | -9.3% |
| Q2 2019 | $1,332,000 | -4.0% | 43,377 | -1.9% | 0.47% | -6.0% |
| Q1 2019 | $1,387,000 | +16.0% | 44,196 | +0.5% | 0.50% | +2.4% |
| Q4 2018 | $1,196,000 | -24.8% | 43,990 | -0.9% | 0.49% | -8.9% |
| Q3 2018 | $1,591,000 | -2.9% | 44,383 | -0.2% | 0.54% | -5.8% |
| Q2 2018 | $1,639,000 | +9.6% | 44,458 | -1.6% | 0.57% | +6.7% |
| Q1 2018 | $1,495,000 | -6.2% | 45,173 | +0.4% | 0.54% | -6.6% |
| Q4 2017 | $1,594,000 | -2.1% | 44,984 | -7.0% | 0.57% | -5.9% |
| Q3 2017 | $1,628,000 | +3.3% | 48,364 | -2.8% | 0.61% | +0.2% |
| Q2 2017 | $1,576,000 | -8.3% | 49,778 | -0.7% | 0.61% | -10.4% |
| Q1 2017 | $1,718,000 | -5.4% | 50,131 | -0.8% | 0.68% | -8.8% |
| Q4 2016 | $1,817,000 | +3.4% | 50,554 | -0.8% | 0.75% | +2.2% |
| Q3 2016 | $1,757,000 | +2.9% | 50,973 | -0.9% | 0.73% | -1.5% |
| Q2 2016 | $1,708,000 | +8.9% | 51,426 | -2.5% | 0.74% | +6.6% |
| Q1 2016 | $1,568,000 | +4.7% | 52,737 | -0.9% | 0.70% | +2.2% |
| Q4 2015 | $1,498,000 | -26.0% | 53,234 | -23.7% | 0.68% | -28.3% |
| Q3 2015 | $2,025,000 | -16.2% | 69,733 | +4.7% | 0.95% | -12.9% |
| Q2 2015 | $2,416,000 | -1.6% | 66,596 | +1.8% | 1.09% | -4.3% |
| Q1 2015 | $2,455,000 | -2.8% | 65,390 | -0.8% | 1.14% | -10.5% |
| Q4 2014 | $2,526,000 | -12.8% | 65,925 | +1.9% | 1.27% | -17.7% |
| Q3 2014 | $2,896,000 | -9.7% | 64,718 | +0.8% | 1.55% | -10.7% |
| Q2 2014 | $3,208,000 | +12.6% | 64,220 | -0.2% | 1.73% | +5.8% |
| Q1 2014 | $2,850,000 | +3.7% | 64,319 | +1.6% | 1.64% | -2.2% |
| Q4 2013 | $2,747,000 | +6.1% | 63,302 | +1.3% | 1.67% | -0.8% |
| Q3 2013 | $2,590,000 | +9.6% | 62,490 | +1.2% | 1.69% | +3.9% |
| Q2 2013 | $2,363,000 | – | 61,764 | – | 1.62% | – |
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% |