ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,401 | +7.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,842 | -0.9% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,912 | +12.7% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,022 | +0.3% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 202 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $7,000 | -12.5% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | +33.3% | 202 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $6,000 | -40.0% | 202 | -40.9% | 0.00% | -50.0% |
| Q3 2021 | $10,000 | 0.0% | 342 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 342 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $9,000 | -52.6% | 342 | -58.4% | 0.01% | -57.1% |
| Q4 2020 | $19,000 | +26.7% | 823 | -11.3% | 0.01% | -6.7% |
| Q1 2020 | $15,000 | – | 928 | – | 0.02% | – |
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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% |