ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 130 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,795 | +2.3% | 500 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $20,330 | +19.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -5.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -10.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | +25.0% | 500 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $16,000 | +6.7% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | -41.7% | 500 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +140.0% | 1,000 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | -9.1% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +37.5% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -46.7% | 500 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $15,000 | – | 500 | – | 0.01% | – |
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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% |