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 ↓ |
|---|---|---|---|
| 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% |