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 | $1,100,929 | -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 ↓ |
|---|---|---|---|
| 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% |