ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 148 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.20 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,937,829 | -6.8% | 100,531 | -3.3% | 0.19% | -13.8% |
| Q4 2022 | $4,225,875 | +27.1% | 103,932 | +8.6% | 0.22% | +14.8% |
| Q3 2022 | $3,326,000 | -5.2% | 95,706 | -1.9% | 0.20% | -5.8% |
| Q2 2022 | $3,507,000 | -7.2% | 97,512 | +4.3% | 0.21% | +4.0% |
| Q1 2022 | $3,780,000 | +37700.0% | 93,474 | +43376.3% | 0.20% | +4900.0% |
| Q3 2014 | $10,000 | – | 215 | – | 0.00% | – |
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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% |