ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 138 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.07 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,120 | -2.0% | 17,772 | -8.5% | 0.01% | 0.0% |
| Q2 2023 | $754,048 | -13.2% | 19,424 | -12.4% | 0.01% | -16.7% |
| Q1 2023 | $868,615 | -12.5% | 22,176 | -9.2% | 0.01% | -25.0% |
| Q4 2022 | $992,610 | +61.7% | 24,412 | +38.3% | 0.01% | 0.0% |
| Q3 2022 | $614,000 | -6.4% | 17,652 | -3.2% | 0.01% | 0.0% |
| Q2 2022 | $656,000 | +29.4% | 18,234 | +45.5% | 0.01% | +33.3% |
| Q1 2022 | $507,000 | +44.0% | 12,528 | +11.9% | 0.01% | +50.0% |
| Q4 2021 | $352,000 | +8.3% | 11,196 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $325,000 | -4.4% | 11,064 | -0.9% | 0.00% | -20.0% |
| Q2 2021 | $340,000 | +6.9% | 11,163 | -3.2% | 0.01% | -28.6% |
| Q1 2021 | $318,000 | +16.1% | 11,527 | -1.9% | 0.01% | +16.7% |
| Q4 2020 | $274,000 | -82.7% | 11,752 | -85.3% | 0.01% | -85.4% |
| Q3 2020 | $1,580,000 | -11.1% | 79,803 | -2.7% | 0.04% | -12.8% |
| Q2 2020 | $1,778,000 | +622.8% | 82,004 | -5.1% | 0.05% | +487.5% |
| Q1 2020 | $246,000 | -90.3% | 86,440 | +2.3% | 0.01% | -88.2% |
| Q4 2019 | $2,542,000 | -4.4% | 84,500 | -7.6% | 0.07% | -15.0% |
| Q3 2019 | $2,658,000 | -14.4% | 91,467 | -9.8% | 0.08% | -16.7% |
| Q2 2019 | $3,106,000 | -24.1% | 101,403 | -22.1% | 0.10% | -27.8% |
| Q1 2019 | $4,090,000 | +1.5% | 130,239 | -12.2% | 0.13% | -14.7% |
| Q4 2018 | $4,030,000 | -31.0% | 148,295 | -8.9% | 0.16% | -23.2% |
| Q3 2018 | $5,839,000 | -13.6% | 162,815 | -11.2% | 0.20% | -39.9% |
| Q2 2018 | $6,757,000 | +101.8% | 183,263 | +80.9% | 0.34% | +129.9% |
| Q1 2018 | $3,348,000 | -21.2% | 101,287 | -15.7% | 0.15% | -17.4% |
| Q4 2017 | $4,249,000 | -12.2% | 120,128 | -16.3% | 0.18% | -19.1% |
| Q3 2017 | $4,839,000 | -3.5% | 143,606 | -9.3% | 0.22% | -6.8% |
| Q2 2017 | $5,014,000 | -32.1% | 158,258 | -26.5% | 0.24% | -33.0% |
| Q1 2017 | $7,389,000 | -14.2% | 215,298 | -10.3% | 0.35% | -21.3% |
| Q4 2016 | $8,615,000 | -13.3% | 239,984 | -16.8% | 0.45% | +17.6% |
| Q3 2016 | $9,938,000 | +37.3% | 288,382 | +32.1% | 0.38% | -9.7% |
| Q2 2016 | $7,237,000 | +4.3% | 218,261 | -6.4% | 0.42% | -2.5% |
| Q1 2016 | $6,939,000 | +12.1% | 233,305 | +6.4% | 0.43% | +9.4% |
| Q4 2015 | $6,192,000 | +210.8% | 219,240 | +220.9% | 0.40% | +190.4% |
| Q3 2015 | $1,992,000 | -30.4% | 68,330 | -10.2% | 0.14% | -25.7% |
| Q2 2015 | $2,863,000 | 0.0% | 76,130 | 0.0% | 0.18% | -0.5% |
| Q1 2015 | $2,863,000 | -4.0% | 76,130 | -2.3% | 0.18% | -12.8% |
| Q4 2014 | $2,982,000 | +1.4% | 77,952 | +18.8% | 0.21% | +5.5% |
| Q3 2014 | $2,940,000 | -13.5% | 65,637 | -3.5% | 0.20% | -10.3% |
| Q2 2014 | $3,398,000 | +13.3% | 68,024 | +0.7% | 0.22% | +3.7% |
| Q1 2014 | $3,000,000 | +237.5% | 67,549 | +228.8% | 0.22% | +216.2% |
| Q4 2013 | $889,000 | – | 20,542 | – | 0.07% | – |
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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% |