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 ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |