ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 152 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 4.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,869,000 | +319.4% | 98,669 | +352.9% | 0.22% | +474.4% |
| Q1 2019 | $684,000 | -56.9% | 21,788 | -50.8% | 0.04% | -59.8% |
| Q3 2018 | $1,587,000 | +119.8% | 44,272 | +117.2% | 0.10% | +155.3% |
| Q4 2017 | $722,000 | +178.8% | 20,386 | +165.3% | 0.04% | +192.3% |
| Q3 2017 | $259,000 | -84.2% | 7,684 | -83.9% | 0.01% | -92.3% |
| Q1 2017 | $1,638,000 | +172.1% | 47,806 | +163.7% | 0.17% | +111.2% |
| Q2 2016 | $602,000 | -84.3% | 18,130 | -85.9% | 0.08% | -85.0% |
| Q1 2016 | $3,823,000 | +0.2% | 128,605 | -5.1% | 0.53% | -2.0% |
| Q4 2015 | $3,815,000 | -14.1% | 135,577 | +10.8% | 0.54% | +37.1% |
| Q2 2015 | $4,441,000 | +492.1% | 122,406 | +525.5% | 0.40% | +330.4% |
| Q4 2014 | $750,000 | -78.1% | 19,570 | -74.4% | 0.09% | -74.9% |
| Q3 2014 | $3,426,000 | +61.9% | 76,568 | +80.7% | 0.37% | +32.1% |
| Q2 2014 | $2,116,000 | -7.5% | 42,370 | -17.9% | 0.28% | -12.1% |
| Q1 2014 | $2,287,000 | +97.2% | 51,606 | +84.3% | 0.32% | +178.8% |
| Q3 2013 | $1,160,000 | – | 27,997 | – | 0.11% | – |
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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% |