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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,490,636 | -5.5% | 110,281 | -3.5% | 0.16% | -20.1% |
| Q3 2023 | $4,752,221 | +6.1% | 114,264 | -0.9% | 0.19% | +2.1% |
| Q2 2023 | $4,478,180 | +0.2% | 115,358 | +1.1% | 0.19% | -8.2% |
| Q1 2023 | $4,470,745 | +2.6% | 114,137 | +6.5% | 0.21% | -8.0% |
| Q4 2022 | $4,356,268 | +13.4% | 107,139 | -3.0% | 0.22% | +0.9% |
| Q3 2022 | $3,840,000 | +27.9% | 110,469 | +32.4% | 0.22% | +19.9% |
| Q2 2022 | $3,002,000 | -6.3% | 83,427 | +5.4% | 0.19% | +26.5% |
| Q1 2022 | $3,203,000 | -2.6% | 79,185 | -24.2% | 0.15% | -9.8% |
| Q4 2021 | $3,289,000 | +4.7% | 104,493 | -2.3% | 0.16% | -32.6% |
| Q3 2021 | $3,141,000 | -2.8% | 106,951 | +0.7% | 0.24% | -8.0% |
| Q2 2021 | $3,231,000 | +0.2% | 106,190 | -9.2% | 0.26% | -17.8% |
| Q1 2021 | $3,224,000 | +10.8% | 116,956 | -6.4% | 0.32% | -8.0% |
| Q4 2020 | $2,910,000 | +13.5% | 124,956 | -3.5% | 0.35% | -7.0% |
| Q3 2020 | $2,564,000 | -13.3% | 129,489 | -5.1% | 0.37% | -19.0% |
| Q2 2020 | $2,957,000 | +14.2% | 136,392 | -12.4% | 0.46% | +6.2% |
| Q1 2020 | $2,590,000 | -47.5% | 155,741 | -5.1% | 0.44% | -48.4% |
| Q4 2019 | $4,938,000 | -1.7% | 164,061 | -5.0% | 0.84% | -7.2% |
| Q3 2019 | $5,025,000 | +15.1% | 172,785 | +21.5% | 0.91% | +16.0% |
| Q2 2019 | $4,367,000 | -0.2% | 142,250 | +2.0% | 0.78% | -5.1% |
| Q1 2019 | $4,375,000 | +12.2% | 139,407 | -2.8% | 0.82% | +4.3% |
| Q4 2018 | $3,899,000 | -6.6% | 143,436 | +23.2% | 0.79% | -13.4% |
| Q3 2018 | $4,174,000 | +15.0% | 116,432 | +8.0% | 0.91% | -2.2% |
| Q3 2017 | $3,631,000 | +1.7% | 107,842 | -4.4% | 0.93% | -3.0% |
| Q2 2017 | $3,570,000 | +0.0% | 112,751 | +8.3% | 0.96% | -6.8% |
| Q1 2017 | $3,569,000 | -5.8% | 104,137 | -1.2% | 1.03% | -9.0% |
| Q4 2016 | $3,789,000 | +0.6% | 105,410 | -3.5% | 1.14% | -6.2% |
| Q3 2016 | $3,766,000 | -0.4% | 109,281 | -4.0% | 1.21% | -6.8% |
| Q2 2016 | $3,781,000 | +9.2% | 113,809 | -3.7% | 1.30% | +4.7% |
| Q1 2016 | $3,463,000 | +9.9% | 118,199 | +5.5% | 1.24% | -9.2% |
| Q4 2015 | $3,151,000 | -23.0% | 111,988 | -20.6% | 1.37% | -28.7% |
| Q3 2015 | $4,094,000 | +214.2% | 140,967 | +292.4% | 1.92% | +197.2% |
| Q2 2015 | $1,303,000 | -48.2% | 35,922 | -46.4% | 0.64% | -23.1% |
| Q1 2015 | $2,517,000 | +4.6% | 67,051 | +6.8% | 0.84% | +1.1% |
| Q4 2014 | $2,406,000 | -21.9% | 62,791 | -8.8% | 0.83% | -27.4% |
| Q3 2014 | $3,081,000 | -11.2% | 68,850 | -0.9% | 1.14% | -10.6% |
| Q2 2014 | $3,470,000 | +10.9% | 69,471 | -1.7% | 1.28% | +0.6% |
| Q1 2014 | $3,128,000 | +6.0% | 70,674 | +3.9% | 1.27% | -1.5% |
| Q4 2013 | $2,952,000 | +1.8% | 68,043 | -2.7% | 1.29% | -7.5% |
| Q3 2013 | $2,899,000 | +26.5% | 69,946 | +16.8% | 1.40% | +14.2% |
| Q2 2013 | $2,291,000 | – | 59,884 | – | 1.22% | – |
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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% |