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 | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,337,000 | -12.2% | 61,001 | +2.6% | 0.04% | -16.3% |
| Q3 2014 | $2,661,000 | -10.2% | 59,469 | +0.3% | 0.05% | -7.5% |
| Q2 2014 | $2,962,000 | +10.7% | 59,301 | -1.8% | 0.05% | +3.9% |
| Q1 2014 | $2,676,000 | +1.4% | 60,373 | -0.7% | 0.05% | +18.6% |
| Q4 2013 | $2,638,000 | +6.3% | 60,825 | +1.6% | 0.04% | -8.5% |
| Q3 2013 | $2,482,000 | +12.6% | 59,885 | +3.9% | 0.05% | 0.0% |
| Q2 2013 | $2,204,000 | – | 57,616 | – | 0.05% | – |
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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% |