ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,955,562 | +3.0% | 71,064 | -3.8% | 0.04% | +4.7% |
| Q2 2023 | $2,868,653 | -12.3% | 73,896 | -11.6% | 0.04% | -17.3% |
| Q1 2023 | $3,272,697 | +25.7% | 83,551 | +30.4% | 0.05% | +18.2% |
| Q4 2022 | $2,604,221 | +17.0% | 64,049 | +0.0% | 0.04% | +4.8% |
| Q3 2022 | $2,226,000 | -1.5% | 64,047 | +1.9% | 0.04% | +2.4% |
| Q2 2022 | $2,261,000 | -0.9% | 62,844 | +11.5% | 0.04% | +17.1% |
| Q1 2022 | $2,281,000 | +228000.0% | 56,381 | +181774.2% | 0.04% | – |
| Q4 2021 | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -99.9% | 31 | -50.0% | 0.00% | – |
| Q1 2021 | $1,710,000 | +170900.0% | 62 | +100.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -94.4% | 31 | -97.2% | 0.00% | -100.0% |
| Q1 2020 | $18,000 | -72.7% | 1,101 | -50.2% | 0.00% | -50.0% |
| Q4 2019 | $66,000 | -7.0% | 2,213 | -9.7% | 0.00% | 0.0% |
| Q3 2019 | $71,000 | -21.1% | 2,450 | -16.8% | 0.00% | -33.3% |
| Q2 2019 | $90,000 | -56.7% | 2,943 | -61.7% | 0.00% | -70.0% |
| Q4 2018 | $208,000 | -21.8% | 7,686 | +3.7% | 0.01% | -23.1% |
| Q3 2018 | $266,000 | +78.5% | 7,411 | +83.6% | 0.01% | +44.4% |
| Q2 2018 | $149,000 | +49.0% | 4,036 | +32.9% | 0.01% | +28.6% |
| Q1 2018 | $100,000 | -41.5% | 3,036 | -37.3% | 0.01% | -46.2% |
| Q4 2017 | $171,000 | +4.9% | 4,843 | 0.0% | 0.01% | -23.5% |
| Q3 2017 | $163,000 | +6.5% | 4,843 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $153,000 | -7.3% | 4,843 | 0.0% | 0.02% | -32.0% |
| Q1 2017 | $165,000 | +1275.0% | 4,843 | +1272.0% | 0.02% | +400.0% |
| Q4 2016 | $12,000 | – | 353 | – | 0.01% | – |
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% |