ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,028 | +7.1% | 722 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $28,028 | -2.4% | 722 | -1.5% | 0.00% | -50.0% |
| Q1 2023 | $28,712 | +6323.3% | 733 | +6563.6% | 0.00% | – |
| Q4 2022 | $447 | -99.8% | 11 | -99.9% | 0.00% | -100.0% |
| Q3 2021 | $275,000 | +4.6% | 9,353 | +8.4% | 0.01% | +12.5% |
| Q2 2021 | $263,000 | +5.6% | 8,632 | -4.3% | 0.01% | -11.1% |
| Q1 2021 | $249,000 | – | 9,021 | – | 0.01% | – |
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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% |