ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 144 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 6.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $156,000 | -89.5% | 4,564 | -91.1% | 0.10% | -89.7% |
| Q3 2015 | $1,488,000 | -24.1% | 51,263 | -5.2% | 0.98% | -16.8% |
| Q2 2015 | $1,961,000 | -5.5% | 54,061 | -2.2% | 1.17% | -6.4% |
| Q1 2015 | $2,075,000 | -8.5% | 55,261 | -6.6% | 1.25% | -2.9% |
| Q4 2014 | $2,267,000 | -20.8% | 59,148 | -7.5% | 1.29% | -13.1% |
| Q3 2014 | $2,861,000 | -10.5% | 63,930 | -0.1% | 1.48% | -8.8% |
| Q2 2014 | $3,198,000 | +13.1% | 64,016 | +0.3% | 1.63% | +5.2% |
| Q1 2014 | $2,828,000 | +111.5% | 63,813 | +107.1% | 1.55% | +54.0% |
| Q4 2013 | $1,337,000 | +74.5% | 30,808 | +66.7% | 1.00% | +50.4% |
| Q3 2013 | $766,000 | -9.1% | 18,480 | -16.2% | 0.67% | -3.6% |
| Q2 2013 | $843,000 | – | 22,040 | – | 0.69% | – |
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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% |