ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790 | +5.5% | 19 | 0.0% | 0.00% | – |
| Q2 2023 | $749 | -0.3% | 19 | 0.0% | 0.00% | – |
| Q1 2023 | $751 | -2.8% | 19 | 0.0% | 0.00% | – |
| Q4 2022 | $773 | -22.7% | 19 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 19 | +5.6% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | – | 18 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 18 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 18 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 18 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 18 | +5.9% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 17 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $1,000 | – | 17 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 17 | +6.2% | 0.00% | -100.0% |
| Q2 2019 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,000 | – | 16 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 16 | – | 0.00% | – |
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% |