ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.49 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $214,000 | +4.9% | 6,805 | -9.3% | 0.20% | +10.7% |
| Q4 2018 | $204,000 | -39.3% | 7,500 | -20.0% | 0.18% | -31.9% |
| Q3 2018 | $336,000 | -5.6% | 9,370 | -3.0% | 0.26% | -6.5% |
| Q2 2018 | $356,000 | +11.2% | 9,661 | -0.2% | 0.28% | +19.8% |
| Q1 2018 | $320,000 | -7.8% | 9,681 | -1.2% | 0.23% | -7.6% |
| Q4 2017 | $347,000 | +5.2% | 9,800 | 0.0% | 0.25% | +1.2% |
| Q3 2017 | $330,000 | -23.4% | 9,800 | -27.9% | 0.25% | -25.1% |
| Q2 2017 | $431,000 | -21.6% | 13,600 | -15.2% | 0.33% | -22.8% |
| Q1 2017 | $550,000 | -5.5% | 16,040 | -0.9% | 0.43% | -9.7% |
| Q4 2016 | $582,000 | +10.0% | 16,185 | +5.5% | 0.48% | +17.6% |
| Q3 2016 | $529,000 | +0.8% | 15,340 | -2.9% | 0.40% | -1.7% |
| Q2 2016 | $525,000 | +53.5% | 15,802 | +37.2% | 0.41% | +54.5% |
| Q1 2016 | $342,000 | -86.6% | 11,517 | -87.3% | 0.27% | -86.8% |
| Q4 2015 | $2,546,000 | +32.2% | 90,460 | +36.4% | 2.01% | +47.9% |
| Q3 2015 | $1,926,000 | -41.0% | 66,308 | -26.2% | 1.36% | -28.0% |
| Q2 2015 | $3,262,000 | -23.5% | 89,902 | -20.8% | 1.89% | -20.7% |
| Q1 2015 | $4,263,000 | +89.0% | 113,555 | +92.9% | 2.38% | +90.3% |
| Q4 2014 | $2,256,000 | -60.6% | 58,865 | -54.0% | 1.25% | -59.3% |
| Q3 2014 | $5,731,000 | -6.0% | 128,064 | +4.9% | 3.07% | -2.8% |
| Q2 2014 | $6,099,000 | -15.9% | 122,105 | -25.4% | 3.16% | -13.5% |
| Q1 2014 | $7,255,000 | +90.6% | 163,737 | +86.7% | 3.65% | +76.1% |
| Q4 2013 | $3,806,000 | +19.1% | 87,713 | +13.8% | 2.07% | +20.0% |
| Q3 2013 | $3,195,000 | +40.7% | 77,103 | +30.0% | 1.73% | +26.9% |
| Q2 2013 | $2,270,000 | – | 59,319 | – | 1.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cadent Capital Advisors, LLC | 321,389 | $11,564,000 | 6.53% |
| MinichMacGregor Wealth Management, LLC | 393,986 | $14,175,000 | 5.84% |
| ODonnell Financial Services, LLC | 187,102 | $6,723,000 | 5.51% |
| Sowa Financial Group, Inc. | 182,369 | $6,562,000 | 5.00% |
| Milestone Advisory Partners | 116,046 | $4,228,000 | 3.43% |
| MENLO ADVISORS LLC | 143,525 | $5,164,000 | 3.42% |
| Family Firm, Inc. | 262,974 | $9,462,000 | 2.79% |
| AVALON CAPITAL MANAGEMENT | 184,788 | $6,649,000 | 2.72% |
| Zeit Capital LLC | 54,440 | $1,959,000 | 1.88% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 66,187 | $2,369,000 | 1.19% |