ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 3.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $18,986,411 | +7.3% | 484,718 | +11.4% | 6.28% | -1.6% |
| Q4 2022 | $17,687,292 | +17.9% | 435,004 | +0.8% | 6.38% | +6.6% |
| Q3 2022 | $14,999,000 | +5.8% | 431,526 | +9.5% | 5.99% | +2.6% |
| Q2 2022 | $14,175,000 | -39.2% | 393,986 | -31.7% | 5.84% | -21.7% |
| Q1 2022 | $23,316,000 | – | 576,436 | – | 7.46% | – |
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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% |