ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 128 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $209,000 | -5.4% | 7,192 | 0.0% | 0.09% | -4.2% |
| Q2 2019 | $221,000 | +5.2% | 7,192 | +7.3% | 0.10% | +6.7% |
| Q1 2019 | $210,000 | -15.3% | 6,701 | -2.5% | 0.09% | +3.4% |
| Q3 2018 | $248,000 | -2.7% | 6,876 | 0.0% | 0.09% | -6.5% |
| Q2 2018 | $255,000 | +9.4% | 6,876 | -2.3% | 0.09% | +16.2% |
| Q1 2018 | $233,000 | +53.3% | 7,036 | +64.2% | 0.08% | +40.4% |
| Q4 2017 | $152,000 | -0.7% | 4,286 | -6.0% | 0.06% | -9.5% |
| Q3 2017 | $153,000 | +14.2% | 4,558 | +8.0% | 0.06% | +5.0% |
| Q2 2017 | $134,000 | – | 4,220 | – | 0.06% | – |
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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% |