ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $555,000 | +52.5% | 11,104 | +16.8% | 0.18% | +47.9% |
| Q4 2014 | $364,000 | -27.5% | 9,509 | -15.3% | 0.12% | -26.7% |
| Q3 2014 | $502,000 | -9.5% | 11,229 | +1.1% | 0.16% | -7.8% |
| Q2 2014 | $555,000 | +13.7% | 11,104 | +0.9% | 0.18% | +5.3% |
| Q1 2014 | $488,000 | +0.6% | 11,004 | -1.7% | 0.17% | -1.2% |
| Q4 2013 | $485,000 | +4.5% | 11,189 | 0.0% | 0.17% | -1.7% |
| Q3 2013 | $464,000 | +9.7% | 11,189 | +1.1% | 0.18% | +4.2% |
| Q2 2013 | $423,000 | – | 11,064 | – | 0.17% | – |
Download | ||||||
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% |