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 2014 | $231,000 | -12.5% | 5,240 | -1.4% | 0.03% | -18.4% |
| Q2 2014 | $264,000 | +17.3% | 5,315 | 0.0% | 0.04% | -9.5% |
| Q1 2014 | $225,000 | -6.6% | 5,315 | -4.3% | 0.04% | -2.3% |
| Q4 2013 | $241,000 | +5.7% | 5,555 | 0.0% | 0.04% | -20.4% |
| Q3 2013 | $228,000 | +5.6% | 5,555 | -1.8% | 0.05% | +14.9% |
| Q2 2013 | $216,000 | – | 5,655 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |