ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.53 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 484,718 | $18,986,411 | 6.28% |
| Sowa Financial Group, Inc. | 169,298 | $6,631 | 4.75% |
| Milestone Advisory Partners | 98,503 | $3,858,363 | 3.56% |
| Family Firm, Inc. | 255,072 | $9,991,159 | 2.77% |
| THEORY FINANCIAL LLC | 86,063 | $3,371,088 | 2.02% |
| Midwest Professional Planners, LTD. | 95,692 | $3,748,266 | 1.83% |
| Cadent Capital Advisors, LLC | 101,446 | $3,973,655 | 1.82% |
| Zeit Capital LLC | 42,210 | $1,653,378 | 1.53% |
| Capital CS Group, LLC | 40,257 | $1,576,870 | 1.49% |
| Windward Private Wealth Management Inc. | 66,687 | $2,612,130 | 1.12% |