ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 128 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $19,000 | -5.0% | 660 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $20,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +5.3% | 660 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -17.4% | 660 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | -4.2% | 660 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $24,000 | +14.3% | 660 | 0.0% | 0.00% | +50.0% |
| Q1 2018 | $21,000 | -32.3% | 660 | -26.3% | 0.00% | -33.3% |
| Q4 2017 | $31,000 | +3.3% | 895 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $30,000 | +7.1% | 895 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $28,000 | -6.7% | 895 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $30,000 | +30.4% | 895 | +35.6% | 0.00% | +33.3% |
| Q4 2016 | $23,000 | – | 660 | – | 0.00% | – |
Download | ||||||
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% |