ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 146 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $694,606 | +8.0% | 16,574 | 0.0% | 0.62% | +13.0% |
| Q2 2023 | $643,405 | -0.3% | 16,574 | +0.6% | 0.55% | -31.7% |
| Q1 2023 | $645,294 | -17.9% | 16,474 | -14.8% | 0.80% | -26.6% |
| Q4 2022 | $785,806 | +19.2% | 19,326 | +2.0% | 1.09% | +0.9% |
| Q3 2022 | $659,000 | -3.4% | 18,948 | +0.0% | 1.08% | +66.0% |
| Q2 2022 | $682,000 | -10.5% | 18,947 | +0.6% | 0.65% | +1.4% |
| Q1 2022 | $762,000 | +29.2% | 18,836 | +0.5% | 0.64% | +15.6% |
| Q4 2021 | $590,000 | – | 18,734 | – | 0.56% | – |
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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% |