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 2020 | $205,000 | -36.7% | 8,785 | -41.3% | 0.08% | -40.1% |
| Q2 2020 | $324,000 | -33.7% | 14,965 | -49.1% | 0.14% | -43.9% |
| Q1 2020 | $489,000 | -77.4% | 29,415 | -59.1% | 0.25% | -73.6% |
| Q4 2019 | $2,164,000 | -4.2% | 71,887 | -7.4% | 0.96% | -12.3% |
| Q3 2019 | $2,258,000 | -11.7% | 77,642 | -6.7% | 1.09% | -16.6% |
| Q2 2019 | $2,556,000 | -10.3% | 83,259 | -8.3% | 1.31% | +2.6% |
| Q1 2019 | $2,848,000 | +2.3% | 90,746 | -3.5% | 1.28% | -29.8% |
| Q4 2018 | $2,785,000 | -42.2% | 94,085 | -30.0% | 1.82% | -13.9% |
| Q3 2018 | $4,821,000 | -10.4% | 134,488 | -7.9% | 2.11% | +1.0% |
| Q2 2018 | $5,383,000 | +18.3% | 146,042 | +6.3% | 2.09% | +6.0% |
| Q1 2018 | $4,549,000 | -7.6% | 137,431 | -1.1% | 1.97% | +5.2% |
| Q4 2017 | $4,924,000 | +4.8% | 138,952 | -0.4% | 1.87% | +4.2% |
| Q3 2017 | $4,699,000 | +6.0% | 139,547 | -0.3% | 1.80% | -3.6% |
| Q2 2017 | $4,432,000 | -14.8% | 140,002 | -7.8% | 1.87% | -18.1% |
| Q1 2017 | $5,204,000 | -7.2% | 151,854 | -2.7% | 2.28% | -17.8% |
| Q4 2016 | $5,610,000 | +8.4% | 156,040 | +3.9% | 2.77% | +16.4% |
| Q3 2016 | $5,173,000 | +2.3% | 150,126 | -1.4% | 2.38% | -3.9% |
| Q2 2016 | $5,057,000 | -0.4% | 152,236 | -10.8% | 2.48% | -16.9% |
| Q1 2016 | $5,076,000 | +2.2% | 170,738 | -3.2% | 2.98% | +8.9% |
| Q4 2015 | $4,965,000 | -22.1% | 176,432 | -19.7% | 2.74% | -53.7% |
| Q3 2015 | $6,377,000 | -22.7% | 219,595 | -3.5% | 5.91% | +57.6% |
| Q2 2015 | $8,254,000 | -7.5% | 227,501 | -4.3% | 3.75% | -9.1% |
| Q1 2015 | $8,925,000 | -7.6% | 237,744 | -5.7% | 4.12% | -13.8% |
| Q4 2014 | $9,661,000 | -36.8% | 252,125 | -26.3% | 4.78% | -33.7% |
| Q3 2014 | $15,287,000 | -12.2% | 342,044 | -1.8% | 7.21% | -8.9% |
| Q2 2014 | $17,402,000 | +10.6% | 348,396 | -1.9% | 7.91% | -1.5% |
| Q1 2014 | $15,730,000 | +2.0% | 354,988 | -0.1% | 8.03% | -3.0% |
| Q4 2013 | $15,416,000 | +5.0% | 355,289 | +0.3% | 8.28% | -10.3% |
| Q3 2013 | $14,681,000 | -2.5% | 354,267 | -10.0% | 9.22% | -16.1% |
| Q2 2013 | $15,055,000 | – | 393,490 | – | 10.99% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 24,604 | $741,000 | 5.75% |
| Sowa Financial Group, Inc. | 168,729 | $5,079,000,000 | 4.13% |
| Family Firm, Inc. | 278,623 | $8,387,000 | 2.84% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 51,917 | $1,563,000 | 1.43% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 96,987 | $2,919,000 | 1.32% |
| MOLLER WEALTH PARTNERS | 71,887 | $2,164,000 | 0.96% |
| Rampart Investment Management Company, LLC | 235,029 | $7,074,000 | 0.86% |
| Pure Financial Advisors, LLC | 164,061 | $4,938,000 | 0.84% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 84,607 | $2,547,000 | 0.71% |
| Beacon Financial Advisory LLC | 25,941 | $780,000 | 0.67% |