ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 3.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,213 | +7.1% | 630 | 0.0% | 0.02% | +10.5% |
| Q2 2023 | $24,467 | -0.3% | 630 | +0.6% | 0.02% | 0.0% |
| Q1 2023 | $24,539 | -2.9% | 626 | +0.6% | 0.02% | -5.0% |
| Q4 2022 | $25,275 | +20.4% | 622 | +1.0% | 0.02% | +17.6% |
| Q3 2022 | $21,000 | -4.5% | 616 | +1.1% | 0.02% | -22.7% |
| Q2 2022 | $22,000 | -12.0% | 609 | +0.5% | 0.02% | -4.3% |
| Q1 2022 | $25,000 | -99.9% | 606 | +0.7% | 0.02% | +27.8% |
| Q4 2021 | $18,964,000 | – | 602 | – | 0.02% | – |
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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% |