ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 146 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,933,292 | +7.1% | 46,485 | 0.0% | 0.47% | +7.8% |
| Q2 2023 | $1,804,530 | -4.0% | 46,485 | +0.0% | 0.44% | -8.2% |
| Q1 2023 | $1,880,233 | +0.8% | 46,483 | +1.3% | 0.48% | -18.6% |
| Q4 2022 | $1,865,801 | +17.6% | 45,888 | +0.5% | 0.58% | +5.8% |
| Q3 2022 | $1,587,000 | +10.8% | 45,661 | +14.7% | 0.55% | +15.0% |
| Q2 2022 | $1,432,000 | -5.0% | 39,793 | +6.7% | 0.48% | -5.9% |
| Q1 2022 | $1,508,000 | -6.6% | 37,281 | -27.3% | 0.51% | +0.6% |
| Q4 2021 | $1,614,000 | +6.7% | 51,279 | -0.5% | 0.51% | -1.4% |
| Q3 2021 | $1,513,000 | +2.4% | 51,514 | +6.2% | 0.52% | -0.4% |
| Q2 2021 | $1,477,000 | +5.0% | 48,524 | -19.6% | 0.52% | +0.6% |
| Q4 2020 | $1,406,000 | +6.8% | 60,377 | -9.2% | 0.51% | +1.0% |
| Q3 2020 | $1,317,000 | -7.8% | 66,500 | +0.9% | 0.51% | -14.7% |
| Q2 2020 | $1,429,000 | +81.1% | 65,894 | +38.8% | 0.60% | +55.5% |
| Q1 2020 | $789,000 | – | 47,458 | – | 0.38% | – |
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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% |