ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 13.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,058,462 | +0.2% | 25,254 | -7.2% | 0.12% | +2.6% |
| Q2 2023 | $1,056,478 | -38.3% | 27,215 | -37.7% | 0.12% | -41.3% |
| Q1 2023 | $1,711,211 | -4.3% | 43,687 | -0.6% | 0.20% | -16.6% |
| Q4 2022 | $1,787,892 | +29.3% | 43,971 | +10.5% | 0.24% | +17.5% |
| Q3 2022 | $1,383,000 | -43.6% | 39,791 | -41.6% | 0.20% | -40.7% |
| Q2 2022 | $2,454,000 | +1046.7% | 68,192 | +902.4% | 0.34% | +1365.2% |
| Q4 2021 | $214,000 | -13.0% | 6,803 | -0.6% | 0.02% | -82.0% |
| Q4 2016 | $246,000 | +16.0% | 6,844 | +10.9% | 0.13% | -5.9% |
| Q3 2016 | $212,000 | -8.2% | 6,173 | -11.3% | 0.14% | -22.3% |
| Q2 2016 | $231,000 | +8.5% | 6,956 | -3.3% | 0.18% | -8.4% |
| Q1 2016 | $213,000 | – | 7,194 | – | 0.19% | – |
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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% |