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 | $40,176 | +57.8% | 966 | +47.3% | 0.00% | +100.0% |
| Q2 2023 | $25,466 | -0.9% | 656 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $25,696 | +91671.4% | 656 | -3.2% | 0.00% | -50.0% |
| Q4 2022 | $28 | -99.9% | 678 | -1.5% | 0.00% | +100.0% |
| Q3 2022 | $24,000 | +4.3% | 688 | +6.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -11.5% | 649 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | +30.0% | 649 | 0.0% | 0.00% | – |
| Q4 2021 | $20,000 | +11.1% | 649 | +8.2% | 0.00% | – |
| Q3 2021 | $18,000 | 0.0% | 600 | 0.0% | 0.00% | – |
| Q2 2021 | $18,000 | +5.9% | 600 | 0.0% | 0.00% | – |
| Q1 2021 | $17,000 | – | 600 | – | 0.00% | – |
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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% |