ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,865,746 | +8.8% | 68,905 | +1.6% | 0.04% | +11.1% |
| Q2 2023 | $2,633,588 | -2.8% | 67,841 | -1.9% | 0.04% | -10.0% |
| Q1 2023 | $2,710,138 | +6.5% | 69,189 | +10.5% | 0.04% | -2.4% |
| Q4 2022 | $2,545,560 | +10.9% | 62,606 | -5.2% | 0.04% | +2.5% |
| Q3 2022 | $2,295,127 | -39.5% | 66,039 | -37.4% | 0.04% | -43.7% |
| Q2 2022 | $3,793,000 | +11.1% | 105,416 | +24.9% | 0.07% | +24.6% |
| Q1 2022 | $3,413,000 | – | 84,373 | – | 0.06% | – |
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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% |