ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 107 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $785,717 | +32.4% | 20,240 | +33.6% | 0.32% | +24.0% |
| Q1 2023 | $593,621 | -3.7% | 15,155 | 0.0% | 0.26% | -10.9% |
| Q4 2022 | $616,202 | +16.0% | 15,155 | -0.7% | 0.29% | +6.9% |
| Q3 2022 | $531,000 | -3.3% | 15,267 | +0.0% | 0.28% | +1.1% |
| Q2 2022 | $549,000 | -45.8% | 15,263 | -39.1% | 0.27% | -36.4% |
| Q1 2022 | $1,013,000 | +16.2% | 25,052 | -18.1% | 0.43% | +5.4% |
| Q2 2021 | $872,000 | -0.5% | 30,602 | -3.7% | 0.41% | -9.6% |
| Q1 2021 | $876,000 | +13.2% | 31,775 | -18.7% | 0.45% | -8.6% |
| Q3 2020 | $774,000 | +13.0% | 39,107 | +23.7% | 0.49% | +2.1% |
| Q2 2020 | $685,000 | – | 31,606 | – | 0.48% | – |
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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% |