ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $353,000 | -5.1% | 11,732 | -8.2% | 0.00% | -33.3% |
| Q3 2019 | $372,000 | -9.0% | 12,782 | -4.0% | 0.00% | 0.0% |
| Q2 2019 | $409,000 | -12.6% | 13,311 | -10.7% | 0.00% | -25.0% |
| Q1 2019 | $468,000 | +10.6% | 14,901 | -3.6% | 0.00% | 0.0% |
| Q4 2018 | $423,000 | -32.5% | 15,459 | -11.5% | 0.00% | -20.0% |
| Q3 2018 | $627,000 | -2.3% | 17,472 | -10.2% | 0.01% | -16.7% |
| Q2 2018 | $642,000 | 0.0% | 19,458 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $642,000 | -1.8% | 19,458 | +5.5% | 0.01% | 0.0% |
| Q4 2017 | $654,000 | +6.3% | 18,436 | +0.7% | 0.01% | -14.3% |
| Q3 2017 | $615,000 | +32.3% | 18,315 | +24.7% | 0.01% | +40.0% |
| Q2 2017 | $465,000 | -15.8% | 14,688 | -8.9% | 0.01% | -28.6% |
| Q1 2017 | $552,000 | -30.6% | 16,123 | -28.2% | 0.01% | -36.4% |
| Q4 2016 | $795,000 | -3.0% | 22,449 | -5.9% | 0.01% | -8.3% |
| Q3 2016 | $820,000 | +65.0% | 23,854 | +59.8% | 0.01% | +50.0% |
| Q2 2016 | $497,000 | -3.1% | 14,928 | -13.6% | 0.01% | -11.1% |
| Q1 2016 | $513,000 | -13.9% | 17,280 | -18.4% | 0.01% | -18.2% |
| Q4 2015 | $596,000 | -18.9% | 21,185 | -16.2% | 0.01% | -26.7% |
| Q3 2015 | $735,000 | -17.3% | 25,292 | +2.8% | 0.02% | -6.2% |
| Q2 2015 | $889,000 | -7.3% | 24,605 | -3.7% | 0.02% | -11.1% |
| Q1 2015 | $959,000 | +16.2% | 25,559 | +18.6% | 0.02% | 0.0% |
| Q4 2014 | $825,000 | +13.2% | 21,555 | +32.4% | 0.02% | -10.0% |
| Q3 2014 | $729,000 | -32.1% | 16,284 | -24.2% | 0.02% | -31.0% |
| Q2 2014 | $1,073,000 | +85.0% | 21,479 | +64.1% | 0.03% | +70.6% |
| Q1 2014 | $580,000 | -5.4% | 13,085 | -7.4% | 0.02% | -10.5% |
| Q4 2013 | $613,000 | -17.5% | 14,133 | -21.2% | 0.02% | -24.0% |
| Q3 2013 | $743,000 | -28.1% | 17,928 | -33.6% | 0.02% | -32.4% |
| Q2 2013 | $1,033,000 | – | 26,992 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 24,604 | $741,000 | 5.75% |
| Sowa Financial Group, Inc. | 168,729 | $5,079,000,000 | 4.13% |
| Family Firm, Inc. | 278,623 | $8,387,000 | 2.84% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 51,917 | $1,563,000 | 1.43% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 96,987 | $2,919,000 | 1.32% |
| MOLLER WEALTH PARTNERS | 71,887 | $2,164,000 | 0.96% |
| Rampart Investment Management Company, LLC | 235,029 | $7,074,000 | 0.86% |
| Pure Financial Advisors, LLC | 164,061 | $4,938,000 | 0.84% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 84,607 | $2,547,000 | 0.71% |
| Beacon Financial Advisory LLC | 25,941 | $780,000 | 0.67% |