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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $307,000 | -9.2% | 10,172 | -12.6% | 0.00% | 0.0% |
| Q3 2019 | $338,000 | -21.2% | 11,638 | -16.8% | 0.00% | -33.3% |
| Q2 2019 | $429,000 | -7.3% | 13,991 | -5.3% | 0.00% | -25.0% |
| Q1 2019 | $463,000 | -8.1% | 14,767 | -20.3% | 0.00% | -20.0% |
| Q4 2018 | $504,000 | -20.4% | 18,520 | +5.1% | 0.01% | -16.7% |
| Q3 2018 | $633,000 | +4.6% | 17,616 | +7.4% | 0.01% | -25.0% |
| Q2 2018 | $605,000 | +0.3% | 16,399 | -9.8% | 0.01% | 0.0% |
| Q1 2018 | $603,000 | -22.1% | 18,190 | -16.7% | 0.01% | -20.0% |
| Q4 2017 | $774,000 | +12.3% | 21,836 | +6.9% | 0.01% | -9.1% |
| Q3 2017 | $689,000 | +8.2% | 20,427 | +1.4% | 0.01% | 0.0% |
| Q2 2017 | $637,000 | +173.4% | 20,140 | +197.3% | 0.01% | +120.0% |
| Q1 2017 | $233,000 | -2.5% | 6,775 | +1.9% | 0.01% | 0.0% |
| Q4 2016 | $239,000 | +3.0% | 6,646 | -1.3% | 0.01% | -16.7% |
| Q3 2016 | $232,000 | -4.9% | 6,734 | -9.0% | 0.01% | 0.0% |
| Q2 2016 | $244,000 | – | 7,397 | – | 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% |