ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 128 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.71 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $9,000 | 0.0% | 281 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 281 | -8.8% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -74.2% | 308 | -64.9% | 0.00% | -75.0% |
| Q3 2018 | $31,000 | -27.9% | 878 | -25.3% | 0.01% | -33.3% |
| Q2 2018 | $43,000 | +10.3% | 1,176 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $39,000 | -54.1% | 1,176 | -50.7% | 0.01% | -38.1% |
| Q4 2017 | $85,000 | +6.2% | 2,387 | 0.0% | 0.02% | -22.2% |
| Q3 2017 | $80,000 | -4.8% | 2,387 | -10.0% | 0.03% | -6.9% |
| Q2 2017 | $84,000 | -2.3% | 2,653 | +5.1% | 0.03% | -9.4% |
| Q1 2017 | $86,000 | -27.1% | 2,524 | -22.9% | 0.03% | -53.6% |
| Q4 2016 | $118,000 | – | 3,272 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 257,385 | $10,704,642 | 3.01% |
| THEORY FINANCIAL LLC | 87,460 | $3,637,461 | 2.13% |
| Zeit Capital LLC | 41,987 | $1,746,259 | 1.62% |
| Sowa Financial Group, Inc. | 51,679 | $2,149 | 1.61% |
| Midwest Professional Planners, LTD. | 67,622 | $2,812,399 | 1.26% |
| Windward Private Wealth Management Inc. | 65,084 | $2,706,844 | 1.22% |
| Milestone Advisory Partners | 26,471 | $1,100,929 | 0.92% |
| Q3 Asset Management | 50,251 | $2,089 | 0.83% |
| Great Lakes Retirement, Inc. | 104,344 | $4,372,664 | 0.79% |
| DHK Financial Advisors, Inc. | 16,574 | $694,606 | 0.62% |