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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,679 | +9.4% | 5,691 | +2.1% | 0.01% | +12.5% |
| Q2 2023 | $216,299 | -0.9% | 5,572 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $218,249 | -4.0% | 5,572 | -0.4% | 0.01% | -18.2% |
| Q4 2022 | $227,411 | +20.3% | 5,593 | +6.6% | 0.01% | +10.0% |
| Q2 2022 | $189,000 | -10.8% | 5,247 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $212,000 | – | 5,247 | – | 0.01% | – |
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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% |