ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 110 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 65.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,000 | -12.5% | 381 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +33.3% | 381 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -45.5% | 381 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $11,000 | 0.0% | 381 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | -8.3% | 381 | -6.2% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 406 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 406 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $11,000 | -26.7% | 406 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +7.1% | 406 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | – | 406 | – | 0.00% | – |
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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% |