ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 140 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.38 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 ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 24,604 | $741,000 | 5.75% |
| Sowa Financial Group, Inc. | 168,729 | $5,079,000,000 | 4.13% |
| Family Firm, Inc. | 278,623 | $8,387,000 | 2.84% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 51,917 | $1,563,000 | 1.43% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 96,987 | $2,919,000 | 1.32% |
| MOLLER WEALTH PARTNERS | 71,887 | $2,164,000 | 0.96% |
| Rampart Investment Management Company, LLC | 235,029 | $7,074,000 | 0.86% |
| Pure Financial Advisors, LLC | 164,061 | $4,938,000 | 0.84% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 84,607 | $2,547,000 | 0.71% |
| Beacon Financial Advisory LLC | 25,941 | $780,000 | 0.67% |