ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,197,794 | -0.3% | 56,615 | +0.6% | 0.08% | -14.8% |
| Q1 2023 | $2,205,274 | -6.5% | 56,300 | -3.0% | 0.09% | -26.7% |
| Q4 2022 | $2,359,169 | +12.4% | 58,022 | -3.9% | 0.12% | -0.8% |
| Q3 2022 | $2,098,000 | -4.8% | 60,353 | -1.5% | 0.12% | -4.0% |
| Q2 2022 | $2,204,000 | -27.0% | 61,252 | -17.9% | 0.13% | -16.0% |
| Q1 2022 | $3,018,000 | +13.7% | 74,612 | -11.5% | 0.15% | +18.1% |
| Q4 2021 | $2,654,000 | -0.6% | 84,293 | -7.3% | 0.13% | -14.8% |
| Q3 2021 | $2,671,000 | +2.7% | 90,952 | +6.5% | 0.15% | -5.7% |
| Q2 2021 | $2,600,000 | -4.0% | 85,428 | -13.0% | 0.16% | -16.4% |
| Q1 2021 | $2,708,000 | +253.1% | 98,222 | +200.9% | 0.19% | +237.5% |
| Q4 2020 | $767,000 | -99.9% | 32,639 | +25.1% | 0.06% | +24.4% |
| Q3 2020 | $517,000,000 | – | 26,091 | – | 0.04% | – |
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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% |