ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $200,000 | -12.3% | 5,597 | -18.5% | 0.02% | -23.8% |
| Q3 2015 | $228,000 | -6.6% | 6,865 | -6.7% | 0.02% | -4.5% |
| Q2 2015 | $244,000 | -18.9% | 7,355 | -2.7% | 0.02% | -18.5% |
| Q1 2015 | $301,000 | -99.9% | 7,559 | -9.1% | 0.03% | +28.6% |
| Q4 2014 | $303,680,000 | +76393.7% | 8,320 | -8.8% | 0.02% | -30.0% |
| Q3 2014 | $397,000 | -12.7% | 9,119 | +0.0% | 0.03% | -16.7% |
| Q2 2014 | $455,000 | +4.8% | 9,118 | -5.9% | 0.04% | -2.7% |
| Q1 2014 | $434,000 | +31.1% | 9,685 | +26.3% | 0.04% | +23.3% |
| Q4 2013 | $331,000 | – | 7,671 | – | 0.03% | – |
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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% |