ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |