ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 127 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $10,169,000 | +66.6% | 306,110 | +49.1% | 0.44% | +91.3% |
| Q1 2016 | $6,104,000 | +20.5% | 205,310 | +14.1% | 0.23% | +49.0% |
| Q4 2015 | $5,065,000 | -20.2% | 180,010 | -17.6% | 0.16% | -46.0% |
| Q3 2015 | $6,345,000 | -13.7% | 218,500 | +7.8% | 0.29% | +97.9% |
| Q2 2015 | $7,354,000 | – | 202,700 | – | 0.14% | – |
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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% |