ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 143 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $2,000 | -90.9% | 48 | -90.4% | 0.00% | -100.0% |
| Q3 2014 | $22,000 | -12.0% | 498 | 0.0% | 0.00% | -20.0% |
| Q2 2014 | $25,000 | +13.6% | 498 | 0.0% | 0.01% | +25.0% |
| Q1 2014 | $22,000 | -56.9% | 498 | -57.5% | 0.00% | -42.9% |
| Q4 2013 | $51,000 | +10.9% | 1,172 | +6.7% | 0.01% | 0.0% |
| Q3 2013 | $46,000 | +9.5% | 1,098 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $42,000 | – | 1,098 | – | 0.01% | – |
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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% |