ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,008,206 | +14.9% | 24,242 | +7.3% | 0.00% | – |
| Q2 2023 | $877,646 | -84.5% | 22,586 | -84.4% | 0.00% | -100.0% |
| Q1 2023 | $5,654,434 | -10.6% | 144,415 | -7.2% | 0.00% | 0.0% |
| Q4 2022 | $6,328,000 | +26.7% | 155,636 | +8.3% | 0.00% | 0.0% |
| Q3 2022 | $4,996,000 | -19.4% | 143,748 | -16.6% | 0.00% | 0.0% |
| Q2 2022 | $6,200,000 | -14.9% | 172,318 | -4.3% | 0.00% | 0.0% |
| Q1 2022 | $7,286,000 | +1034.9% | 179,973 | +791.2% | 0.00% | – |
| Q4 2021 | $642,000 | -7.2% | 20,194 | -14.2% | 0.00% | – |
| Q3 2021 | $692,000 | -50.8% | 23,538 | -49.2% | 0.00% | – |
| Q2 2021 | $1,406,000 | +50.7% | 46,378 | +37.0% | 0.00% | – |
| Q1 2021 | $933,000 | +85.1% | 33,855 | +74.0% | 0.00% | – |
| Q4 2020 | $504,000 | +0.2% | 19,457 | -23.3% | 0.00% | – |
| Q3 2020 | $503,000 | -47.4% | 25,373 | -42.4% | 0.00% | – |
| Q2 2020 | $956,000 | +114.8% | 44,083 | +45.7% | 0.00% | – |
| Q1 2020 | $445,000 | -52.1% | 30,261 | -2.0% | 0.00% | – |
| Q4 2019 | $929,000 | +21.0% | 30,877 | +16.3% | 0.00% | – |
| Q3 2019 | $768,000 | -16.6% | 26,541 | -11.6% | 0.00% | – |
| Q2 2019 | $921,000 | +27.4% | 30,013 | +30.3% | 0.00% | – |
| Q1 2019 | $723,000 | +21.9% | 23,025 | +5.6% | 0.00% | – |
| Q4 2018 | $593,000 | -94.7% | 21,804 | -19.4% | 0.00% | -100.0% |
| Q3 2018 | $11,284,000 | +955.6% | 27,057 | -6.7% | 0.00% | – |
| Q2 2018 | $1,069,000 | +12.8% | 29,000 | +1.2% | 0.00% | – |
| Q1 2018 | $948,000 | -12.3% | 28,650 | -6.1% | 0.00% | – |
| Q4 2017 | $1,081,000 | +42.8% | 30,503 | +35.6% | 0.00% | – |
| Q3 2017 | $757,000 | +9.7% | 22,488 | +3.2% | 0.00% | – |
| Q2 2017 | $690,000 | -0.9% | 21,786 | +7.3% | 0.00% | – |
| Q1 2017 | $696,000 | +4.3% | 20,313 | +9.5% | 0.00% | – |
| Q4 2016 | $667,000 | +18.1% | 18,546 | +13.2% | 0.00% | – |
| Q3 2016 | $565,000 | +15.3% | 16,389 | +11.0% | 0.00% | – |
| Q2 2016 | $490,000 | +48.9% | 14,761 | +33.8% | 0.00% | – |
| Q1 2016 | $329,000 | +17.1% | 11,034 | +9.7% | 0.00% | – |
| Q4 2015 | $281,000 | -62.7% | 10,058 | -61.2% | 0.00% | – |
| Q3 2015 | $753,000 | +43.2% | 25,926 | +52.3% | 0.00% | – |
| Q2 2015 | $526,000 | +54.3% | 17,023 | +87.1% | 0.00% | – |
| Q1 2015 | $341,000 | -5.5% | 9,096 | -3.5% | 0.00% | – |
| Q4 2014 | $361,000 | +13.9% | 9,426 | +33.3% | 0.00% | – |
| Q3 2014 | $317,000 | -8.9% | 7,073 | +2.6% | 0.00% | – |
| Q2 2014 | $348,000 | +30.8% | 6,894 | +14.7% | 0.00% | – |
| Q1 2014 | $266,000 | -8.9% | 6,008 | -4.1% | 0.00% | – |
| Q4 2013 | $292,000 | +5.0% | 6,268 | -6.5% | 0.00% | – |
| Q3 2013 | $278,000 | +36.9% | 6,705 | +26.4% | 0.00% | – |
| Q2 2013 | $203,000 | – | 5,303 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |