ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $103,000 | -65.8% | 4,746 | -31.9% | 0.00% | -83.3% |
| Q3 2018 | $301,000 | +25.9% | 6,971 | +6.3% | 0.01% | +50.0% |
| Q2 2018 | $239,000 | +3.0% | 6,555 | +4.2% | 0.00% | -60.0% |
| Q4 2017 | $232,000 | -15.3% | 6,291 | -22.9% | 0.01% | +42.9% |
| Q3 2017 | $274,000 | +6.2% | 8,164 | -0.9% | 0.01% | 0.0% |
| Q2 2017 | $258,000 | +9.8% | 8,235 | +19.9% | 0.01% | 0.0% |
| Q1 2017 | $235,000 | -13.9% | 6,866 | -8.7% | 0.01% | -22.2% |
| Q4 2016 | $273,000 | +0.7% | 7,522 | -6.3% | 0.01% | -18.2% |
| Q3 2016 | $271,000 | +9.3% | 8,028 | +7.3% | 0.01% | +10.0% |
| Q2 2016 | $248,000 | +0.8% | 7,481 | -9.7% | 0.01% | -16.7% |
| Q1 2016 | $246,000 | +9.8% | 8,283 | +4.0% | 0.01% | +9.1% |
| Q4 2015 | $224,000 | -19.1% | 7,967 | -16.4% | 0.01% | -26.7% |
| Q3 2015 | $277,000 | -24.9% | 9,534 | -6.3% | 0.02% | -16.7% |
| Q2 2015 | $369,000 | +47.0% | 10,175 | +52.0% | 0.02% | +28.6% |
| Q1 2015 | $251,000 | -3.8% | 6,694 | -1.6% | 0.01% | -17.6% |
| Q4 2014 | $261,000 | -13.9% | 6,803 | +0.5% | 0.02% | -19.0% |
| Q3 2014 | $303,000 | -7.6% | 6,769 | +3.2% | 0.02% | -25.0% |
| Q2 2014 | $328,000 | +25.2% | 6,558 | +10.9% | 0.03% | 0.0% |
| Q1 2014 | $262,000 | +1.6% | 5,912 | -0.5% | 0.03% | -3.4% |
| Q4 2013 | $258,000 | – | 5,940 | – | 0.03% | – |
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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% |