ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 13.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,100,929 | -6.0% | 26,471 | -12.2% | 0.92% | -13.6% |
| Q2 2023 | $1,170,617 | -69.7% | 30,155 | -69.4% | 1.06% | -70.2% |
| Q1 2023 | $3,858,363 | -16.6% | 98,503 | -13.5% | 3.56% | +3.3% |
| Q4 2022 | $4,629,100 | +14.2% | 113,849 | -2.3% | 3.44% | +13.3% |
| Q3 2022 | $4,052,000 | -4.2% | 116,565 | +0.4% | 3.04% | -11.3% |
| Q2 2022 | $4,228,000 | -20.5% | 116,046 | -11.7% | 3.43% | +19.5% |
| Q1 2022 | $5,318,000 | – | 131,481 | – | 2.87% | – |
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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% |