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 2022 | $1,567,000 | -3.5% | 45,074 | -0.1% | 0.16% | +2.5% |
| Q2 2022 | $1,624,000 | -10.3% | 45,129 | +0.8% | 0.16% | -0.6% |
| Q1 2022 | $1,811,000 | -60.2% | 44,770 | -69.0% | 0.16% | -56.9% |
| Q4 2021 | $4,546,000 | +4.5% | 144,394 | -2.5% | 0.37% | -0.3% |
| Q3 2021 | $4,351,000 | -10.9% | 148,159 | -7.6% | 0.37% | +4.5% |
| Q2 2021 | $4,881,000 | +9.1% | 160,388 | +0.2% | 0.35% | +13.9% |
| Q1 2021 | $4,473,000 | +34.6% | 160,078 | +12.2% | 0.31% | +24.6% |
| Q4 2020 | $3,324,000 | +18.9% | 142,704 | +3.4% | 0.25% | +21.0% |
| Q3 2020 | $2,796,000 | +25.5% | 137,983 | +30.6% | 0.20% | +16.5% |
| Q2 2020 | $2,228,000 | -5.5% | 105,692 | -3.0% | 0.18% | -8.8% |
| Q1 2020 | $2,357,000 | -16.7% | 108,953 | +16.0% | 0.19% | -11.5% |
| Q4 2019 | $2,828,000 | +5.4% | 93,965 | +1.9% | 0.22% | +1.4% |
| Q3 2019 | $2,682,000 | +2.4% | 92,215 | -0.0% | 0.22% | -7.3% |
| Q2 2019 | $2,619,000 | -11.1% | 92,230 | -1.8% | 0.23% | +3.6% |
| Q1 2019 | $2,946,000 | +17.0% | 93,875 | +1.3% | 0.22% | +9.8% |
| Q4 2018 | $2,518,000 | +95.2% | 92,645 | +157.4% | 0.20% | +112.5% |
| Q3 2018 | $1,290,000 | +1.0% | 35,995 | +3.9% | 0.10% | -3.0% |
| Q2 2018 | $1,277,000 | -31.9% | 34,646 | -38.9% | 0.10% | -34.0% |
| Q1 2018 | $1,876,000 | -2.9% | 56,689 | +3.9% | 0.15% | +0.7% |
| Q4 2017 | $1,933,000 | – | 54,555 | – | 0.15% | – |
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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% |