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 ↓ |
|---|---|---|---|
| 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% |