ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 127 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,619,000 | +10.8% | 107,492 | +4.2% | 0.02% | +4.8% |
| Q2 2017 | $3,266,000 | -1.8% | 103,166 | +6.3% | 0.02% | -4.5% |
| Q1 2017 | $3,325,000 | +1.6% | 97,023 | +6.5% | 0.02% | -8.3% |
| Q4 2016 | $3,274,000 | -5.9% | 91,067 | -9.8% | 0.02% | -14.3% |
| Q3 2016 | $3,478,000 | +3.2% | 100,917 | -0.5% | 0.03% | 0.0% |
| Q2 2016 | $3,369,000 | +21.4% | 101,420 | +8.6% | 0.03% | +12.0% |
| Q1 2016 | $2,776,000 | +6.3% | 93,366 | +0.6% | 0.02% | 0.0% |
| Q4 2015 | $2,611,000 | +0.0% | 92,793 | +3.3% | 0.02% | -7.4% |
| Q3 2015 | $2,610,000 | -30.1% | 89,859 | -12.7% | 0.03% | -27.0% |
| Q2 2015 | $3,732,000 | -3.8% | 102,877 | -0.4% | 0.04% | -7.5% |
| Q1 2015 | $3,878,000 | -5.6% | 103,305 | -3.6% | 0.04% | -13.0% |
| Q4 2014 | $4,106,000 | -15.7% | 107,150 | -1.6% | 0.05% | -22.0% |
| Q3 2014 | $4,871,000 | +3.2% | 108,838 | +15.1% | 0.06% | +3.5% |
| Q2 2014 | $4,722,000 | +18.0% | 94,542 | +4.7% | 0.06% | +3.6% |
| Q1 2014 | $4,000,000 | +46.4% | 90,279 | +43.3% | 0.06% | +37.5% |
| Q4 2013 | $2,733,000 | +5.1% | 62,979 | +0.4% | 0.04% | -4.8% |
| Q3 2013 | $2,601,000 | +11.2% | 62,758 | +2.7% | 0.04% | +2.4% |
| Q2 2013 | $2,338,000 | – | 61,096 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cadent Capital Advisors, LLC | 321,389 | $11,564,000 | 6.53% |
| MinichMacGregor Wealth Management, LLC | 393,986 | $14,175,000 | 5.84% |
| ODonnell Financial Services, LLC | 187,102 | $6,723,000 | 5.51% |
| Sowa Financial Group, Inc. | 182,369 | $6,562,000 | 5.00% |
| Milestone Advisory Partners | 116,046 | $4,228,000 | 3.43% |
| MENLO ADVISORS LLC | 143,525 | $5,164,000 | 3.42% |
| Family Firm, Inc. | 262,974 | $9,462,000 | 2.79% |
| AVALON CAPITAL MANAGEMENT | 184,788 | $6,649,000 | 2.72% |
| Zeit Capital LLC | 54,440 | $1,959,000 | 1.88% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 66,187 | $2,369,000 | 1.19% |