ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,127 | +23.1% | 23,661 | +14.9% | 0.00% | 0.0% |
| Q2 2023 | $799,250 | -83.3% | 20,584 | -83.1% | 0.00% | -88.9% |
| Q1 2023 | $4,785,151 | -8.8% | 122,056 | -5.4% | 0.01% | -18.2% |
| Q4 2022 | $5,245,317 | +26.5% | 129,027 | +8.1% | 0.01% | +22.2% |
| Q3 2022 | $4,148,000 | +0.7% | 119,311 | +4.2% | 0.01% | 0.0% |
| Q2 2022 | $4,118,000 | -42.3% | 114,465 | -35.3% | 0.01% | -35.7% |
| Q1 2022 | $7,131,000 | +2230.4% | 176,821 | +1720.1% | 0.01% | +1300.0% |
| Q4 2021 | $306,000 | -45.8% | 9,715 | -49.6% | 0.00% | 0.0% |
| Q3 2021 | $565,000 | -29.8% | 19,270 | -27.1% | 0.00% | -50.0% |
| Q2 2021 | $805,000 | +123.0% | 26,420 | +101.8% | 0.00% | +100.0% |
| Q1 2021 | $361,000 | +22.0% | 13,089 | +3.2% | 0.00% | 0.0% |
| Q4 2020 | $296,000 | -18.7% | 12,680 | -30.4% | 0.00% | 0.0% |
| Q3 2020 | $364,000 | -12.5% | 18,228 | -5.2% | 0.00% | 0.0% |
| Q2 2020 | $416,000 | +24.9% | 19,229 | -3.6% | 0.00% | 0.0% |
| Q1 2020 | $333,000 | – | 19,950 | – | 0.00% | – |
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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% |