ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 13.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,551,704 | +7.5% | 39,615 | +11.6% | 0.03% | -3.3% |
| Q4 2022 | $1,442,791 | +24.1% | 35,484 | +6.0% | 0.03% | +15.4% |
| Q3 2022 | $1,163,000 | -5.7% | 33,461 | -2.3% | 0.03% | 0.0% |
| Q2 2022 | $1,233,000 | -15.5% | 34,258 | -5.1% | 0.03% | 0.0% |
| Q1 2022 | $1,460,000 | -35.6% | 36,100 | -41.3% | 0.03% | -74.0% |
| Q2 2018 | $2,266,000 | +238.7% | 61,485 | +209.3% | 0.10% | +177.8% |
| Q3 2017 | $669,000 | +12.1% | 19,880 | +5.4% | 0.04% | -2.7% |
| Q2 2017 | $597,000 | -9.5% | 18,853 | -2.1% | 0.04% | -14.0% |
| Q1 2017 | $660,000 | -44.5% | 19,265 | -41.7% | 0.04% | -52.7% |
| Q4 2016 | $1,189,000 | +20.8% | 33,067 | +15.8% | 0.09% | +1.1% |
| Q3 2016 | $984,000 | -62.0% | 28,562 | -63.5% | 0.09% | -67.7% |
| Q2 2016 | $2,587,000 | +313.3% | 78,274 | +271.5% | 0.28% | +293.0% |
| Q1 2016 | $626,000 | -13.7% | 21,067 | +30.1% | 0.07% | -4.1% |
| Q3 2014 | $725,000 | +109.5% | 16,193 | +133.7% | 0.07% | +111.4% |
| Q2 2014 | $346,000 | – | 6,930 | – | 0.04% | – |
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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% |