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% | – |
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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% |