ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 20.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $7,074,000 | +10.1% | 235,029 | +6.4% | 0.86% | +8.2% |
| Q3 2019 | $6,424,000 | -8.3% | 220,898 | -3.2% | 0.80% | -3.5% |
| Q2 2019 | $7,004,000 | -7.0% | 228,154 | -4.9% | 0.83% | -3.6% |
| Q1 2019 | $7,528,000 | +12.0% | 239,909 | -3.0% | 0.86% | -54.1% |
| Q4 2018 | $6,721,000 | -2.6% | 247,282 | +28.5% | 1.87% | +62133.3% |
| Q3 2018 | $6,900,000 | -0.8% | 192,457 | +1.9% | 0.00% | -99.6% |
| Q2 2018 | $6,958,000 | +3.2% | 188,781 | -7.3% | 0.68% | +5.6% |
| Q1 2018 | $6,744,000 | – | 203,753 | – | 0.64% | – |
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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% |