ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 119 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.66 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $763,884 | -13.4% | 18,367 | -19.2% | 0.19% | -10.3% |
| Q2 2023 | $882,516 | -25.5% | 22,734 | -24.9% | 0.21% | -28.4% |
| Q1 2023 | $1,185,061 | -21.9% | 30,254 | -18.9% | 0.30% | -23.5% |
| Q4 2022 | $1,517,024 | -17.7% | 37,310 | -29.6% | 0.39% | -23.9% |
| Q3 2022 | $1,843,000 | -45.2% | 53,008 | -43.3% | 0.51% | -44.8% |
| Q2 2022 | $3,362,000 | -50.1% | 93,447 | -43.9% | 0.93% | -37.9% |
| Q1 2022 | $6,741,000 | +346.1% | 166,655 | +247.2% | 1.50% | +368.8% |
| Q4 2021 | $1,511,000 | -3.2% | 47,993 | -9.7% | 0.32% | -13.0% |
| Q3 2021 | $1,561,000 | -61.3% | 53,147 | -62.0% | 0.37% | -60.3% |
| Q2 2021 | $4,030,000 | +113.0% | 139,869 | +103.9% | 0.93% | +97.4% |
| Q1 2021 | $1,892,000 | +17.8% | 68,609 | -0.5% | 0.47% | +5.1% |
| Q4 2020 | $1,606,000 | – | 68,944 | – | 0.45% | – |
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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% |