ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,816 | +7.1% | 7,834 | 0.0% | 0.09% | +8.9% |
| Q2 2023 | $304,116 | -0.9% | 7,834 | 0.0% | 0.08% | -7.1% |
| Q1 2023 | $306,858 | -30.3% | 7,834 | -27.7% | 0.08% | -34.1% |
| Q4 2022 | $440,510 | +17.2% | 10,834 | 0.0% | 0.13% | +7.5% |
| Q3 2022 | $376,000 | -3.6% | 10,834 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $390,000 | -11.0% | 10,834 | 0.0% | 0.12% | +4.3% |
| Q1 2022 | $438,000 | +28.4% | 10,834 | 0.0% | 0.12% | -17.6% |
| Q4 2021 | $341,000 | – | 10,834 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cadent Capital Advisors, LLC | 321,389 | $11,564,000 | 6.53% |
| MinichMacGregor Wealth Management, LLC | 393,986 | $14,175,000 | 5.84% |
| ODonnell Financial Services, LLC | 187,102 | $6,723,000 | 5.51% |
| Sowa Financial Group, Inc. | 182,369 | $6,562,000 | 5.00% |
| Milestone Advisory Partners | 116,046 | $4,228,000 | 3.43% |
| MENLO ADVISORS LLC | 143,525 | $5,164,000 | 3.42% |
| Family Firm, Inc. | 262,974 | $9,462,000 | 2.79% |
| AVALON CAPITAL MANAGEMENT | 184,788 | $6,649,000 | 2.72% |
| Zeit Capital LLC | 54,440 | $1,959,000 | 1.88% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 66,187 | $2,369,000 | 1.19% |