ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 148 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.20 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $120,000 | -23.6% | 3,490 | -26.1% | 0.33% | -33.7% |
| Q2 2016 | $157,000 | +12.1% | 4,720 | 0.0% | 0.49% | +5.3% |
| Q1 2016 | $140,000 | -2.8% | 4,720 | -7.5% | 0.47% | +2.6% |
| Q4 2015 | $144,000 | +12.5% | 5,100 | +16.1% | 0.46% | +8.8% |
| Q3 2015 | $128,000 | -19.5% | 4,391 | 0.0% | 0.42% | -10.7% |
| Q2 2015 | $159,000 | -3.6% | 4,391 | 0.0% | 0.47% | -1.9% |
| Q1 2015 | $165,000 | -1.8% | 4,391 | 0.0% | 0.48% | +0.8% |
| Q4 2014 | $168,000 | -1.2% | 4,391 | +15.9% | 0.47% | +3.3% |
| Q3 2014 | $170,000 | -10.1% | 3,789 | 0.0% | 0.46% | -5.4% |
| Q2 2014 | $189,000 | -8.3% | 3,789 | -18.3% | 0.48% | -12.8% |
| Q1 2014 | $206,000 | +2.5% | 4,639 | 0.0% | 0.56% | +5.7% |
| Q4 2013 | $201,000 | +5.2% | 4,639 | +0.5% | 0.53% | -5.2% |
| Q3 2013 | $191,000 | -24.5% | 4,616 | -30.3% | 0.56% | -23.4% |
| Q2 2013 | $253,000 | – | 6,619 | – | 0.72% | – |
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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% |