ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 135 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $213,000 | -0.9% | 5,939 | +1.6% | 0.02% | +43.8% |
| Q2 2018 | $215,000 | +2.9% | 5,844 | -1.1% | 0.02% | 0.0% |
| Q4 2017 | $209,000 | +0.5% | 5,907 | -4.2% | 0.02% | -11.1% |
| Q3 2017 | $208,000 | -10.7% | 6,165 | -9.5% | 0.02% | -50.0% |
| Q2 2017 | $233,000 | 0.0% | 6,809 | 0.0% | 0.04% | +50.0% |
| Q1 2017 | $233,000 | -2.9% | 6,809 | +1.9% | 0.02% | -22.6% |
| Q4 2016 | $240,000 | – | 6,683 | – | 0.03% | – |
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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% |