ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,821 | +2.8% | 7,185 | -4.1% | 0.16% | -1.2% |
| Q2 2023 | $290,759 | -0.7% | 7,490 | +0.2% | 0.17% | -10.2% |
| Q1 2023 | $292,797 | -7.5% | 7,475 | -4.0% | 0.19% | -18.1% |
| Q4 2022 | $316,536 | +3.4% | 7,785 | -11.4% | 0.23% | +4.1% |
| Q3 2022 | $306,000 | -10.0% | 8,790 | -6.9% | 0.22% | +13.0% |
| Q2 2022 | $340,000 | +6.6% | 9,443 | +19.8% | 0.19% | +27.0% |
| Q1 2022 | $319,000 | +28.6% | 7,884 | +0.1% | 0.15% | +33.3% |
| Q4 2021 | $248,000 | +5.5% | 7,880 | -1.6% | 0.11% | -6.6% |
| Q3 2021 | $235,000 | -5.2% | 8,009 | -1.8% | 0.12% | -8.3% |
| Q2 2021 | $248,000 | -33.5% | 8,159 | -39.7% | 0.13% | -37.6% |
| Q1 2021 | $373,000 | -26.0% | 13,541 | -37.5% | 0.21% | -35.1% |
| Q4 2020 | $504,000 | +20.3% | 21,678 | +2.4% | 0.33% | -9.9% |
| Q3 2020 | $419,000 | -20.6% | 21,175 | -13.1% | 0.36% | -36.7% |
| Q2 2020 | $528,000 | +32.3% | 24,369 | +1.3% | 0.58% | +13.2% |
| Q1 2020 | $399,000 | -48.8% | 24,051 | -7.3% | 0.51% | -24.0% |
| Q4 2019 | $780,000 | – | 25,941 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |