ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,151,793 | +4.0% | 27,694 | -2.9% | 0.01% | 0.0% |
| Q2 2023 | $1,107,379 | -37.0% | 28,526 | -36.5% | 0.01% | -42.1% |
| Q1 2023 | $1,759,069 | +0.1% | 44,909 | +4.0% | 0.02% | +18.8% |
| Q4 2022 | $1,756,512 | -99.9% | 43,200 | -41.7% | 0.02% | +14.3% |
| Q3 2022 | $1,290,289,000 | +98470.6% | 74,154 | +103.8% | 0.01% | +7.7% |
| Q2 2022 | $1,309,000 | -9.3% | 36,393 | +2.0% | 0.01% | -13.3% |
| Q1 2022 | $1,444,000 | +34.0% | 35,689 | +4.2% | 0.02% | +36.4% |
| Q4 2021 | $1,078,000 | +4.6% | 34,259 | -2.4% | 0.01% | +10.0% |
| Q3 2021 | $1,031,000 | -2.5% | 35,102 | +1.1% | 0.01% | -16.7% |
| Q2 2021 | $1,057,000 | +12.4% | 34,732 | +1.8% | 0.01% | 0.0% |
| Q1 2021 | $940,000 | +14.5% | 34,112 | -2.4% | 0.01% | +20.0% |
| Q4 2020 | $821,000 | -99.9% | 34,953 | -5.4% | 0.01% | -28.6% |
| Q3 2020 | $732,000,000 | – | 36,951 | – | 0.01% | – |
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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% |