ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 148 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.20 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $76,000 | -64.5% | 2,538 | -46.9% | 0.02% | -78.3% |
| Q3 2014 | $214,000 | -10.1% | 4,780 | +0.4% | 0.12% | -6.5% |
| Q2 2014 | $238,000 | -42.8% | 4,763 | -49.2% | 0.12% | -45.6% |
| Q1 2014 | $416,000 | -1.4% | 9,381 | -3.6% | 0.23% | -5.8% |
| Q4 2013 | $422,000 | +5.0% | 9,731 | +0.2% | 0.24% | -2.0% |
| Q3 2013 | $402,000 | +7.2% | 9,712 | -0.5% | 0.24% | +6.5% |
| Q2 2013 | $375,000 | – | 9,764 | – | 0.23% | – |
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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% |