ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,426 | +7.1% | 10,614 | 0.0% | 0.17% | +8.3% |
| Q2 2023 | $412,026 | -7.7% | 10,614 | -6.8% | 0.16% | -21.2% |
| Q1 2023 | $446,228 | -52.2% | 11,392 | -56.1% | 0.20% | -48.2% |
| Q2 2022 | $933,000 | -18.7% | 25,945 | -8.5% | 0.38% | -0.5% |
| Q1 2022 | $1,148,000 | +22.3% | 28,366 | -4.9% | 0.38% | +39.1% |
| Q4 2021 | $939,000 | +142.6% | 29,824 | +126.4% | 0.28% | +117.3% |
| Q3 2021 | $387,000 | -4.9% | 13,176 | -1.6% | 0.13% | -2.3% |
| Q2 2021 | $407,000 | – | 13,386 | – | 0.13% | – |
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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% |