ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |