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 2023 | $260,933 | +7.1% | 6,273 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $243,554 | -3.9% | 6,273 | -3.0% | 0.01% | -14.3% |
| Q1 2023 | $253,421 | -14.9% | 6,469 | -11.7% | 0.01% | -12.5% |
| Q4 2022 | $297,925 | +26.2% | 7,327 | +8.1% | 0.01% | +14.3% |
| Q3 2022 | $236,000 | +13.5% | 6,780 | +17.4% | 0.01% | +40.0% |
| Q2 2022 | $208,000 | -18.8% | 5,775 | -8.8% | 0.01% | -16.7% |
| Q1 2022 | $256,000 | -30.6% | 6,329 | -48.4% | 0.01% | -57.1% |
| Q4 2019 | $369,000 | +11.5% | 12,272 | +7.9% | 0.01% | 0.0% |
| Q3 2019 | $331,000 | -14.7% | 11,369 | -10.1% | 0.01% | -17.6% |
| Q2 2019 | $388,000 | -14.5% | 12,644 | -12.7% | 0.02% | -15.0% |
| Q1 2019 | $454,000 | +20.1% | 14,477 | +4.2% | 0.02% | +5.3% |
| Q4 2018 | $378,000 | -49.8% | 13,894 | -33.9% | 0.02% | -44.1% |
| Q3 2018 | $753,000 | -3.1% | 21,009 | -0.3% | 0.03% | -2.9% |
| Q2 2018 | $777,000 | +17.4% | 21,081 | +5.3% | 0.04% | +25.0% |
| Q1 2018 | $662,000 | -6.9% | 20,011 | -0.3% | 0.03% | -12.5% |
| Q4 2017 | $711,000 | +17.5% | 20,062 | +11.7% | 0.03% | +10.3% |
| Q3 2017 | $605,000 | +16.8% | 17,958 | +9.8% | 0.03% | +7.4% |
| Q2 2017 | $518,000 | -8.6% | 16,358 | -1.1% | 0.03% | -15.6% |
| Q1 2017 | $567,000 | +7.4% | 16,540 | +12.7% | 0.03% | -3.0% |
| Q4 2016 | $528,000 | +20.0% | 14,677 | +15.1% | 0.03% | +10.0% |
| Q3 2016 | $440,000 | +4.0% | 12,756 | +0.2% | 0.03% | -3.2% |
| Q2 2016 | $423,000 | -3.0% | 12,725 | -13.3% | 0.03% | -16.2% |
| Q1 2016 | $436,000 | +16.0% | 14,681 | +9.8% | 0.04% | +19.4% |
| Q4 2015 | $376,000 | -14.7% | 13,372 | -11.9% | 0.03% | -43.6% |
| Q3 2015 | $441,000 | -23.6% | 15,170 | -4.7% | 0.06% | -25.7% |
| Q2 2015 | $577,000 | +7.1% | 15,912 | +11.1% | 0.07% | +15.6% |
| Q1 2015 | $539,000 | -0.7% | 14,324 | +1.1% | 0.06% | -34.7% |
| Q4 2014 | $543,000 | -33.6% | 14,168 | -22.5% | 0.10% | -49.0% |
| Q3 2014 | $818,000 | +53.5% | 18,276 | +71.0% | 0.19% | +7.9% |
| Q2 2014 | $533,000 | – | 10,685 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cadent Capital Advisors, LLC | 321,389 | $11,564,000 | 6.53% |
| MinichMacGregor Wealth Management, LLC | 393,986 | $14,175,000 | 5.84% |
| ODonnell Financial Services, LLC | 187,102 | $6,723,000 | 5.51% |
| Sowa Financial Group, Inc. | 182,369 | $6,562,000 | 5.00% |
| Milestone Advisory Partners | 116,046 | $4,228,000 | 3.43% |
| MENLO ADVISORS LLC | 143,525 | $5,164,000 | 3.42% |
| Family Firm, Inc. | 262,974 | $9,462,000 | 2.79% |
| AVALON CAPITAL MANAGEMENT | 184,788 | $6,649,000 | 2.72% |
| Zeit Capital LLC | 54,440 | $1,959,000 | 1.88% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 66,187 | $2,369,000 | 1.19% |