ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $13,000 | -13.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $15,000 | +15.4% | 300 | 0.0% | 0.01% | +75.0% |
| Q1 2014 | $13,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $13,000 | +8.3% | 300 | 0.0% | 0.00% | -20.0% |
| Q3 2013 | $12,000 | -29.4% | 300 | -33.3% | 0.01% | -16.7% |
| Q2 2013 | $17,000 | – | 450 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 484,718 | $18,986,411 | 6.28% |
| Sowa Financial Group, Inc. | 169,298 | $6,631 | 4.75% |
| Milestone Advisory Partners | 98,503 | $3,858,363 | 3.56% |
| Family Firm, Inc. | 255,072 | $9,991,159 | 2.77% |
| THEORY FINANCIAL LLC | 86,063 | $3,371,088 | 2.02% |
| Midwest Professional Planners, LTD. | 95,692 | $3,748,266 | 1.83% |
| Cadent Capital Advisors, LLC | 101,446 | $3,973,655 | 1.82% |
| Zeit Capital LLC | 42,210 | $1,653,378 | 1.53% |
| Capital CS Group, LLC | 40,257 | $1,576,870 | 1.49% |
| Windward Private Wealth Management Inc. | 66,687 | $2,612,130 | 1.12% |