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 | $40,786 | +7.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $38,070 | +217.8% | 980 | +221.3% | 0.00% | – |
| Q1 2023 | $11,979 | -2.9% | 305 | +0.7% | 0.00% | -100.0% |
| Q4 2022 | $12,342 | -11.8% | 303 | -24.2% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -12.5% | 400 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | +33.3% | 396 | 0.0% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 396 | +1.3% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 391 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $12,000 | +9.1% | 391 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +22.2% | 387 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | -35.7% | 387 | -43.5% | 0.00% | -100.0% |
| Q3 2020 | $14,000 | +75.0% | 685 | +79.8% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +33.3% | 381 | +1.3% | 0.00% | – |
| Q1 2020 | $6,000 | -45.5% | 376 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | 0.0% | 376 | +3.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | 0.0% | 365 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | -31.2% | 365 | -29.7% | 0.00% | -50.0% |
| Q1 2019 | $16,000 | +14.3% | 519 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | +250.0% | 517 | +406.9% | 0.00% | – |
| Q3 2018 | $4,000 | +33.3% | 102 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 102 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $4,000 | +33.3% | 102 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $3,000 | -50.0% | 102 | -50.0% | 0.00% | 0.0% |
| Q1 2017 | $6,000 | +50.0% | 204 | +100.0% | 0.00% | 0.0% |
| Q4 2016 | $4,000 | – | 102 | – | 0.00% | – |
Download | ||||||
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% |