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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |