ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $30,000 | -3.2% | 868 | +1.2% | 0.04% | -11.1% |
| Q2 2022 | $31,000 | -11.4% | 858 | +0.6% | 0.04% | +32.4% |
| Q1 2022 | $35,000 | +34.6% | 853 | +0.6% | 0.03% | +6.2% |
| Q4 2021 | $26,000 | +4.0% | 848 | +0.7% | 0.03% | -8.6% |
| Q3 2021 | $25,000 | 0.0% | 842 | +1.0% | 0.04% | +2.9% |
| Q2 2021 | $25,000 | +8.7% | 834 | +0.5% | 0.03% | -15.0% |
| Q1 2021 | $23,000 | +21.1% | 830 | +0.9% | 0.04% | -24.5% |
| Q4 2020 | $19,000 | – | 823 | – | 0.05% | – |
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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% |