ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,807,047 | +2.2% | 43,449 | -4.6% | 0.00% | 0.0% |
| Q2 2023 | $1,767,944 | -15.2% | 45,542 | -14.5% | 0.00% | 0.0% |
| Q1 2023 | $2,085,971 | -7.7% | 53,254 | -4.2% | 0.00% | -50.0% |
| Q4 2022 | $2,259,591 | +74.6% | 55,573 | +49.3% | 0.00% | +100.0% |
| Q3 2022 | $1,294,000 | -27.2% | 37,222 | -24.6% | 0.00% | 0.0% |
| Q2 2022 | $1,777,000 | -4.9% | 49,377 | +6.9% | 0.00% | 0.0% |
| Q1 2022 | $1,868,000 | +16881.8% | 46,181 | +13094.6% | 0.00% | – |
| Q4 2021 | $11,000 | +120.0% | 350 | +103.5% | 0.00% | – |
| Q3 2021 | $5,000 | -99.2% | 172 | -99.1% | 0.00% | – |
| Q2 2021 | $616,000 | +422.0% | 20,230 | +374.1% | 0.00% | – |
| Q1 2021 | $118,000 | +3.5% | 4,267 | -12.5% | 0.00% | – |
| Q4 2020 | $114,000 | +20.0% | 4,878 | +1.4% | 0.00% | – |
| Q3 2020 | $95,000 | -19.5% | 4,813 | -11.5% | 0.00% | – |
| Q2 2020 | $118,000 | +145.8% | 5,441 | +89.9% | 0.00% | – |
| Q1 2020 | $48,000 | -75.0% | 2,865 | -55.1% | 0.00% | – |
| Q4 2019 | $192,000 | -34.7% | 6,386 | -36.8% | 0.00% | – |
| Q3 2019 | $294,000 | +14.0% | 10,111 | +20.4% | 0.00% | – |
| Q2 2019 | $258,000 | +10.7% | 8,398 | +12.9% | 0.00% | – |
| Q1 2019 | $233,000 | +25.9% | 7,439 | +9.4% | 0.00% | – |
| Q4 2018 | $185,000 | -21.6% | 6,801 | +3.2% | 0.00% | – |
| Q3 2018 | $236,000 | +34.1% | 6,587 | +38.3% | 0.00% | – |
| Q2 2018 | $176,000 | +49.2% | 4,763 | +32.9% | 0.00% | – |
| Q1 2018 | $118,000 | -9.9% | 3,583 | -2.9% | 0.00% | – |
| Q4 2017 | $131,000 | +21.3% | 3,689 | +14.9% | 0.00% | – |
| Q3 2017 | $108,000 | +27.1% | 3,212 | +19.5% | 0.00% | – |
| Q2 2017 | $85,000 | -2.3% | 2,687 | +6.0% | 0.00% | – |
| Q1 2017 | $87,000 | +64.2% | 2,534 | +71.7% | 0.00% | – |
| Q4 2016 | $53,000 | +3.9% | 1,476 | 0.0% | 0.00% | – |
| Q3 2016 | $51,000 | +15.9% | 1,476 | +11.6% | 0.00% | – |
| Q2 2016 | $44,000 | -12.0% | 1,322 | -22.0% | 0.00% | – |
| Q1 2016 | $50,000 | -21.9% | 1,695 | -25.9% | 0.00% | – |
| Q4 2015 | $64,000 | -85.8% | 2,286 | -85.3% | 0.00% | – |
| Q3 2015 | $452,000 | -16.5% | 15,565 | +4.3% | 0.00% | – |
| Q2 2015 | $541,000 | -3.9% | 14,930 | -0.5% | 0.00% | -100.0% |
| Q1 2015 | $563,000 | -0.9% | 14,998 | +1.2% | 0.00% | 0.0% |
| Q4 2014 | $568,000 | -15.2% | 14,813 | -1.0% | 0.00% | 0.0% |
| Q3 2014 | $670,000 | -5.9% | 14,960 | +4.9% | 0.00% | 0.0% |
| Q2 2014 | $712,000 | +11.8% | 14,258 | -0.8% | 0.00% | 0.0% |
| Q1 2014 | $637,000 | +2.1% | 14,379 | +0.0% | 0.00% | 0.0% |
| Q4 2013 | $624,000 | +1.3% | 14,377 | -3.3% | 0.00% | 0.0% |
| Q3 2013 | $616,000 | +6.9% | 14,861 | -1.3% | 0.00% | 0.0% |
| Q2 2013 | $576,000 | – | 15,056 | – | 0.00% | – |
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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% |