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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |