ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592 | +12.5% | 14,129 | +4.3% | 0.04% | +13.9% |
| Q2 2023 | $526 | +19.0% | 13,545 | +19.9% | 0.04% | +12.5% |
| Q1 2023 | $442 | +56.2% | 11,295 | +62.3% | 0.03% | +52.4% |
| Q4 2022 | $283 | -100.0% | 6,961 | -82.7% | 0.02% | -90.7% |
| Q2 2015 | $1,462,000 | -18.0% | 40,301 | -15.2% | 0.23% | -15.9% |
| Q1 2015 | $1,783,000 | -7.8% | 47,500 | -5.8% | 0.27% | -9.4% |
| Q4 2014 | $1,933,000 | -44.3% | 50,443 | -35.0% | 0.30% | -45.9% |
| Q3 2014 | $3,471,000 | +2.9% | 77,556 | +14.9% | 0.55% | +3.4% |
| Q2 2014 | $3,373,000 | +12.6% | 67,525 | -0.1% | 0.53% | +6.8% |
| Q1 2014 | $2,995,000 | -1.2% | 67,594 | -3.3% | 0.50% | -2.5% |
| Q4 2013 | $3,032,000 | +2.5% | 69,869 | -2.1% | 0.51% | -3.8% |
| Q3 2013 | $2,957,000 | -2.3% | 71,346 | -9.8% | 0.53% | -5.5% |
| Q2 2013 | $3,027,000 | +37.1% | 79,109 | +24.5% | 0.56% | +0.4% |
| Q3 2010 | $2,208,000 | +7.7% | 63,549 | -4.4% | 0.56% | +4.7% |
| Q2 2010 | $2,050,000 | – | 66,458 | – | 0.54% | – |
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% |