ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 155 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,888 | -2.2% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $9,088 | +10.5% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $8,225 | -2.1% | 202 | 0.0% | 0.00% | -33.3% |
| 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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 484,718 | $18,986,411 | 6.28% |
| Sowa Financial Group, Inc. | 169,298 | $6,631 | 4.75% |
| Milestone Advisory Partners | 98,503 | $3,858,363 | 3.56% |
| Family Firm, Inc. | 255,072 | $9,991,159 | 2.77% |
| THEORY FINANCIAL LLC | 86,063 | $3,371,088 | 2.02% |
| Midwest Professional Planners, LTD. | 95,692 | $3,748,266 | 1.83% |
| Cadent Capital Advisors, LLC | 101,446 | $3,973,655 | 1.82% |
| Zeit Capital LLC | 42,210 | $1,653,378 | 1.53% |
| Capital CS Group, LLC | 40,257 | $1,576,870 | 1.49% |
| Windward Private Wealth Management Inc. | 66,687 | $2,612,130 | 1.12% |