ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 149 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $31,000 | -3.1% | 900 | 0.0% | 0.02% | -7.7% |
| Q4 2016 | $32,000 | +3.2% | 900 | 0.0% | 0.03% | +4.0% |
| Q3 2016 | $31,000 | +3.3% | 900 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $30,000 | +11.1% | 900 | 0.0% | 0.02% | +8.7% |
| Q1 2016 | $27,000 | +8.0% | 900 | 0.0% | 0.02% | +4.5% |
| Q4 2015 | $25,000 | -35.9% | 900 | -33.1% | 0.02% | -40.5% |
| Q3 2015 | $39,000 | -20.4% | 1,346 | 0.0% | 0.04% | -9.8% |
| Q2 2015 | $49,000 | +8.9% | 1,346 | +12.2% | 0.04% | +5.1% |
| Q1 2015 | $45,000 | -2.2% | 1,200 | 0.0% | 0.04% | -2.5% |
| Q4 2014 | $46,000 | – | 1,200 | – | 0.04% | – |
Download | ||||||
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% |