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 | $857,339 | +192994.4% | 20,614 | +96.7% | 0.00% | +33.3% |
| Q4 2022 | $444 | -99.9% | 10,482 | +37.2% | 0.00% | 0.0% |
| Q3 2022 | $307,000 | +11.6% | 7,640 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $275,000 | -11.3% | 7,640 | +4.6% | 0.00% | 0.0% |
| Q1 2022 | $310,000 | -6.1% | 7,304 | -23.9% | 0.00% | 0.0% |
| Q4 2021 | $330,000 | +41.0% | 9,598 | +32.6% | 0.00% | +100.0% |
| Q3 2021 | $234,000 | +15.8% | 7,236 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $202,000 | -25.7% | 7,270 | -33.4% | 0.00% | -50.0% |
| Q4 2020 | $272,000 | +31.4% | 10,909 | +18.5% | 0.00% | 0.0% |
| Q2 2020 | $207,000 | -63.0% | 9,205 | -67.6% | 0.00% | -60.0% |
| Q1 2020 | $559,000 | -44.8% | 28,384 | -20.8% | 0.01% | -37.5% |
| Q4 2019 | $1,012,000 | -29.4% | 35,835 | -27.3% | 0.01% | -27.3% |
| Q3 2019 | $1,433,000 | -8.4% | 49,278 | -4.9% | 0.01% | -15.4% |
| Q2 2019 | $1,564,000 | -8.4% | 51,825 | -2.8% | 0.01% | -7.1% |
| Q1 2019 | $1,707,000 | +7.6% | 53,295 | +1.2% | 0.01% | +7.7% |
| Q4 2018 | $1,587,000 | -9.2% | 52,677 | -1.9% | 0.01% | -7.1% |
| Q3 2018 | $1,748,000 | -32.7% | 53,714 | -24.5% | 0.01% | -22.2% |
| Q2 2018 | $2,599,000 | -30.7% | 71,178 | -31.7% | 0.02% | -33.3% |
| Q1 2018 | $3,753,000 | -4.9% | 104,282 | -0.3% | 0.03% | +3.8% |
| Q4 2017 | $3,947,000 | +34.7% | 104,595 | +18.0% | 0.03% | +23.8% |
| Q3 2017 | $2,930,000 | +28.7% | 88,616 | +24.7% | 0.02% | +23.5% |
| Q2 2017 | $2,277,000 | -8.3% | 71,074 | -5.0% | 0.02% | -10.5% |
| Q1 2017 | $2,484,000 | -14.9% | 74,809 | -7.5% | 0.02% | -17.4% |
| Q4 2016 | $2,919,000 | -17.1% | 80,879 | -21.4% | 0.02% | -23.3% |
| Q3 2016 | $3,523,000 | +1.1% | 102,905 | -0.4% | 0.03% | 0.0% |
| Q2 2016 | $3,485,000 | -19.5% | 103,338 | -26.5% | 0.03% | -23.1% |
| Q1 2016 | $4,331,000 | +21.0% | 140,645 | +2.7% | 0.04% | +11.4% |
| Q4 2015 | $3,580,000 | -4.6% | 137,012 | +6.0% | 0.04% | -2.8% |
| Q3 2015 | $3,753,000 | -58.3% | 129,262 | -47.9% | 0.04% | -7.7% |
| Q2 2015 | $8,996,000 | +104.6% | 247,996 | +111.7% | 0.04% | +5.4% |
| Q1 2015 | $4,397,000 | -55.7% | 117,143 | -54.8% | 0.04% | -14.0% |
| Q4 2014 | $9,926,000 | +34.0% | 258,992 | +56.5% | 0.04% | -33.8% |
| Q3 2014 | $7,407,000 | -13.7% | 165,529 | -3.6% | 0.06% | -11.0% |
| Q2 2014 | $8,578,000 | +2.3% | 171,722 | -9.3% | 0.07% | +14.1% |
| Q1 2014 | $8,385,000 | +13.8% | 189,238 | +11.5% | 0.06% | +12.3% |
| Q4 2013 | $7,366,000 | -25.7% | 169,778 | -29.0% | 0.06% | -17.4% |
| Q3 2013 | $9,909,000 | +43.5% | 239,126 | +32.5% | 0.07% | +23.2% |
| Q2 2013 | $6,904,000 | – | 180,473 | – | 0.06% | – |
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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% |