ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Cadent Capital Advisors, LLC | 321,389 | $11,564,000 | 6.53% |
| MinichMacGregor Wealth Management, LLC | 393,986 | $14,175,000 | 5.84% |
| ODonnell Financial Services, LLC | 187,102 | $6,723,000 | 5.51% |
| Sowa Financial Group, Inc. | 182,369 | $6,562,000 | 5.00% |
| Milestone Advisory Partners | 116,046 | $4,228,000 | 3.43% |
| MENLO ADVISORS LLC | 143,525 | $5,164,000 | 3.42% |
| Family Firm, Inc. | 262,974 | $9,462,000 | 2.79% |
| AVALON CAPITAL MANAGEMENT | 184,788 | $6,649,000 | 2.72% |
| Zeit Capital LLC | 54,440 | $1,959,000 | 1.88% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 66,187 | $2,369,000 | 1.19% |