ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,935,000 | +0.3% | 53,809 | -3.9% | 0.06% | -4.5% |
| Q3 2016 | $1,930,000 | +1.4% | 55,990 | -2.3% | 0.07% | -2.9% |
| Q2 2016 | $1,904,000 | +33.3% | 57,313 | +19.3% | 0.07% | +13.3% |
| Q1 2016 | $1,428,000 | +1.3% | 48,045 | -4.1% | 0.06% | -6.2% |
| Q4 2015 | $1,410,000 | +66.7% | 50,113 | +71.9% | 0.06% | -3.0% |
| Q3 2015 | $846,000 | -14.0% | 29,144 | +7.5% | 0.07% | -5.7% |
| Q2 2015 | $984,000 | +25.7% | 27,118 | +30.0% | 0.07% | +27.3% |
| Q1 2015 | $783,000 | +52.3% | 20,862 | +55.4% | 0.06% | -1.8% |
| Q4 2014 | $514,000 | -31.5% | 13,423 | -19.9% | 0.06% | -37.8% |
| Q3 2014 | $750,000 | -4.3% | 16,757 | +6.8% | 0.09% | -14.3% |
| Q2 2014 | $784,000 | -41.0% | 15,697 | -47.6% | 0.10% | +9.4% |
| Q1 2014 | $1,328,000 | +161.9% | 29,956 | +156.2% | 0.10% | +24.7% |
| Q4 2013 | $507,000 | +77.3% | 11,694 | +69.3% | 0.08% | +54.0% |
| Q3 2013 | $286,000 | -10.1% | 6,908 | -16.8% | 0.05% | -21.9% |
| Q2 2013 | $318,000 | – | 8,305 | – | 0.06% | – |
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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% |