ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 153 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $10,000 | -60.0% | 271 | -64.2% | 0.00% | -42.9% |
| Q2 2016 | $25,000 | +8.7% | 758 | 0.0% | 0.01% | -12.5% |
| Q1 2016 | $23,000 | +9.5% | 758 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $21,000 | -4.5% | 758 | 0.0% | 0.01% | -11.1% |
| Q3 2015 | $22,000 | -21.4% | 758 | 0.0% | 0.01% | -18.2% |
| Q2 2015 | $28,000 | 0.0% | 758 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $28,000 | -3.4% | 758 | 0.0% | 0.01% | -8.3% |
| Q4 2014 | $29,000 | -14.7% | 758 | 0.0% | 0.01% | -20.0% |
| Q3 2014 | $34,000 | -10.5% | 758 | 0.0% | 0.02% | -16.7% |
| Q2 2014 | $38,000 | +11.8% | 758 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $34,000 | +3.0% | 758 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $33,000 | +6.5% | 758 | 0.0% | 0.02% | -5.3% |
| Q3 2013 | $31,000 | +6.9% | 758 | 0.0% | 0.02% | -5.0% |
| Q2 2013 | $29,000 | – | 758 | – | 0.02% | – |
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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% |