ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 111 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $974,163 | +6.0% | 23,423 | -1.1% | 0.01% | 0.0% |
| Q2 2023 | $918,986 | -3.3% | 23,673 | -2.4% | 0.01% | 0.0% |
| Q1 2023 | $949,915 | -3.6% | 24,251 | +0.1% | 0.01% | -12.5% |
| Q4 2022 | $985,000 | +41.3% | 24,233 | +20.8% | 0.01% | +33.3% |
| Q3 2022 | $697,000 | -27.4% | 20,064 | -24.8% | 0.01% | -25.0% |
| Q2 2022 | $960,000 | -41.2% | 26,690 | -33.8% | 0.01% | -27.3% |
| Q1 2022 | $1,632,000 | +99.5% | 40,340 | +55.3% | 0.01% | +120.0% |
| Q4 2021 | $818,000 | +29.8% | 25,970 | +21.0% | 0.01% | +25.0% |
| Q3 2021 | $630,000 | -2.5% | 21,455 | +1.1% | 0.00% | -20.0% |
| Q2 2021 | $646,000 | – | 21,220 | – | 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% |