ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $802,250 | -9.7% | 19,702 | -7.7% | 0.11% | -21.0% |
Q3 2023 | $888,167 | +1.8% | 21,355 | -5.0% | 0.14% | +17.2% |
Q2 2023 | $872,374 | +1.8% | 22,472 | +2.8% | 0.12% | -2.4% |
Q1 2023 | $856,537 | -32.1% | 21,867 | -29.6% | 0.12% | -36.5% |
Q4 2022 | $1,262,086 | -31.6% | 31,040 | -39.5% | 0.20% | -36.2% |
Q2 2022 | $1,845,000 | -10.6% | 51,280 | +0.5% | 0.31% | +7.7% |
Q1 2022 | $2,064,000 | +37.1% | 51,035 | +6.7% | 0.29% | +42.8% |
Q4 2021 | $1,505,000 | +9.6% | 47,816 | +2.3% | 0.20% | +2.6% |
Q3 2021 | $1,373,000 | +3.2% | 46,754 | +7.0% | 0.20% | 0.0% |
Q2 2021 | $1,330,000 | +11.5% | 43,699 | +1.0% | 0.20% | +5.9% |
Q1 2021 | $1,193,000 | +87.0% | 43,283 | +58.1% | 0.18% | +72.9% |
Q4 2020 | $638,000 | +47.3% | 27,376 | +25.2% | 0.11% | +20.2% |
Q3 2020 | $433,000 | -23.9% | 21,861 | -16.7% | 0.09% | -29.9% |
Q2 2020 | $569,000 | +46.6% | 26,241 | +12.6% | 0.13% | +33.7% |
Q1 2020 | $388,000 | – | 23,304 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MinichMacGregor Wealth Management, LLC | 484,718 | $18,986,411 | 6.28% |
Sowa Financial Group, Inc. | 169,298 | $6,631 | 4.75% |
Milestone Advisory Partners | 98,503 | $3,858,363 | 3.56% |
Family Firm, Inc. | 255,072 | $9,991,159 | 2.77% |
THEORY FINANCIAL LLC | 86,063 | $3,371,088 | 2.02% |
Midwest Professional Planners, LTD. | 95,692 | $3,748,266 | 1.83% |
Cadent Capital Advisors, LLC | 101,446 | $3,973,655 | 1.82% |
Zeit Capital LLC | 42,210 | $1,653,378 | 1.53% |
Capital CS Group, LLC | 40,257 | $1,576,870 | 1.49% |
Windward Private Wealth Management Inc. | 66,687 | $2,612,130 | 1.12% |