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 | $1,719,457 | +73.3% | 41,343 | +61.7% | 0.00% | +100.0% |
| Q2 2023 | $992,356 | -71.6% | 25,563 | -71.4% | 0.00% | -80.0% |
| Q1 2023 | $3,498,925 | -5.2% | 89,327 | -1.6% | 0.01% | -16.7% |
| Q4 2022 | $3,689,541 | +16.3% | 90,742 | -0.6% | 0.01% | +20.0% |
| Q3 2022 | $3,173,000 | +34.1% | 91,291 | +38.8% | 0.01% | +25.0% |
| Q2 2022 | $2,367,000 | -29.2% | 65,776 | -20.4% | 0.00% | -20.0% |
| Q1 2022 | $3,344,000 | +311.3% | 82,652 | +248.1% | 0.01% | +66.7% |
| Q1 2017 | $813,000 | -10.1% | 23,742 | -5.7% | 0.00% | -25.0% |
| Q4 2016 | $904,000 | +21.3% | 25,176 | +16.3% | 0.00% | +33.3% |
| Q3 2016 | $745,000 | +121.1% | 21,647 | +145.7% | 0.00% | +50.0% |
| Q4 2014 | $337,000 | +24.8% | 8,809 | +46.1% | 0.00% | 0.0% |
| Q3 2014 | $270,000 | -17.4% | 6,028 | -7.8% | 0.00% | -33.3% |
| Q2 2014 | $327,000 | +17.6% | 6,540 | +4.1% | 0.00% | 0.0% |
| Q1 2014 | $278,000 | – | 6,285 | – | 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% |