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 | $2,812,399 | -25.0% | 67,622 | -29.3% | 1.26% | -31.0% |
| Q1 2023 | $3,748,266 | +93.3% | 95,692 | +100.7% | 1.83% | +70.9% |
| Q4 2022 | $1,938,871 | +3.7% | 47,685 | -11.3% | 1.07% | -3.8% |
| Q3 2022 | $1,869,000 | -2.9% | 53,755 | +0.5% | 1.12% | +2.7% |
| Q2 2022 | $1,925,000 | -58.0% | 53,507 | -52.7% | 1.09% | -51.8% |
| Q1 2022 | $4,579,000 | +190.0% | 113,200 | +118.2% | 2.25% | +173.6% |
| Q2 2021 | $1,579,000 | +526.6% | 51,877 | +658.9% | 0.82% | +265.8% |
| Q2 2018 | $252,000 | – | 6,836 | – | 0.22% | – |
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% |