ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,093 | +105.3% | 346 | +100.0% | 0.00% | – |
| Q1 2023 | $6,377 | +91000.0% | 173 | 0.0% | 0.00% | – |
| Q4 2022 | $7 | -99.8% | 173 | +73.0% | 0.00% | – |
| Q3 2022 | $4,000 | – | 100 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2020 | $4,000 | -50.0% | 259 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $8,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -27.3% | 259 | -34.3% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -60.7% | 394 | -50.3% | 0.00% | 0.0% |
| Q3 2018 | $28,000 | -3.4% | 792 | +0.3% | 0.00% | 0.0% |
| Q2 2018 | $29,000 | +107.1% | 790 | +99.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | 0.0% | 397 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | -44.0% | 397 | -45.6% | 0.00% | 0.0% |
| Q3 2017 | $25,000 | +8.7% | 730 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $23,000 | -32.4% | 729 | -26.7% | 0.00% | 0.0% |
| Q1 2017 | $34,000 | +17.2% | 994 | +23.5% | 0.00% | 0.0% |
| Q4 2016 | $29,000 | +3.6% | 805 | +0.1% | 0.00% | 0.0% |
| Q3 2016 | $28,000 | +3.7% | 804 | 0.0% | 0.00% | -50.0% |
| Q2 2016 | $27,000 | -59.1% | 804 | -65.8% | 0.00% | -50.0% |
| Q4 2015 | $66,000 | – | 2,349 | – | 0.00% | – |
Download | ||||||
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% |