ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $2,981,000 | -4.7% | 87,000 | 0.0% | 0.20% | -3.8% |
| Q4 2016 | $3,128,000 | -19.0% | 87,000 | -22.3% | 0.21% | -17.2% |
| Q3 2016 | $3,860,000 | +3.7% | 112,000 | 0.0% | 0.26% | +1.2% |
| Q2 2016 | $3,721,000 | +11.7% | 112,000 | 0.0% | 0.25% | +6.8% |
| Q1 2016 | $3,330,000 | +5.6% | 112,000 | 0.0% | 0.24% | +9.7% |
| Q4 2015 | $3,152,000 | – | 112,000 | – | 0.22% | – |
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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% |