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 | $294,046 | +4490.9% | 7,070 | +4184.8% | 0.00% | – |
| Q2 2023 | $6,405 | -0.9% | 165 | 0.0% | 0.00% | – |
| Q1 2023 | $6,463 | -3.7% | 165 | 0.0% | 0.00% | – |
| Q4 2022 | $6,709 | -94.1% | 165 | -95.8% | 0.00% | – |
| Q3 2019 | $113,000 | -5.0% | 3,891 | 0.0% | 0.00% | – |
| Q2 2019 | $119,000 | -2.5% | 3,891 | 0.0% | 0.00% | – |
| Q1 2019 | $122,000 | +15.1% | 3,891 | 0.0% | 0.00% | – |
| Q4 2018 | $106,000 | -23.7% | 3,891 | 0.0% | 0.00% | – |
| Q3 2018 | $139,000 | -2.8% | 3,891 | 0.0% | 0.00% | – |
| Q2 2018 | $143,000 | +10.9% | 3,891 | 0.0% | 0.00% | – |
| Q1 2018 | $129,000 | -10.4% | 3,891 | -4.3% | 0.00% | – |
| Q4 2017 | $144,000 | +4.3% | 4,066 | -0.6% | 0.00% | – |
| Q3 2017 | $138,000 | +3.0% | 4,091 | -3.7% | 0.00% | – |
| Q2 2017 | $134,000 | -5.6% | 4,246 | +1.9% | 0.00% | – |
| Q1 2017 | $142,000 | -5.3% | 4,166 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $150,000 | +4.9% | 4,166 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $143,000 | -11.7% | 4,166 | -14.5% | 0.00% | 0.0% |
| Q2 2016 | $162,000 | -32.2% | 4,872 | -39.2% | 0.00% | 0.0% |
| Q1 2016 | $239,000 | +41.4% | 8,016 | +34.0% | 0.00% | 0.0% |
| Q4 2015 | $169,000 | -33.2% | 5,982 | -31.5% | 0.00% | 0.0% |
| Q3 2015 | $253,000 | +27.8% | 8,737 | +59.7% | 0.00% | 0.0% |
| Q2 2015 | $198,000 | -29.3% | 5,471 | -26.5% | 0.00% | 0.0% |
| Q1 2015 | $280,000 | -4.8% | 7,446 | -2.7% | 0.00% | 0.0% |
| Q4 2014 | $294,000 | +20.0% | 7,652 | +39.6% | 0.00% | 0.0% |
| Q3 2014 | $245,000 | -10.6% | 5,482 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $274,000 | -1.8% | 5,482 | -12.8% | 0.00% | 0.0% |
| Q1 2014 | $279,000 | -8.5% | 6,288 | -10.4% | 0.00% | 0.0% |
| Q4 2013 | $305,000 | +1.7% | 7,019 | -2.9% | 0.00% | 0.0% |
| Q3 2013 | $300,000 | +1.0% | 7,225 | -6.9% | 0.00% | 0.0% |
| Q2 2013 | $297,000 | – | 7,764 | – | 0.00% | – |
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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% |