ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $23,000 | 0.0% | 797 | +4.3% | 0.02% | 0.0% |
| Q2 2019 | $23,000 | -4.2% | 764 | -0.7% | 0.02% | -5.3% |
| Q1 2019 | $24,000 | -27.3% | 769 | -36.2% | 0.02% | -24.0% |
| Q4 2018 | $33,000 | -23.3% | 1,206 | -0.2% | 0.02% | -10.7% |
| Q3 2018 | $43,000 | +4.9% | 1,208 | +7.4% | 0.03% | -6.7% |
| Q2 2018 | $41,000 | +20.6% | 1,125 | +8.1% | 0.03% | +130.8% |
| Q1 2018 | $34,000 | -2.9% | 1,041 | +4.6% | 0.01% | +18.2% |
| Q4 2017 | $35,000 | +2.9% | 995 | -1.3% | 0.01% | 0.0% |
| Q3 2017 | $34,000 | +6.2% | 1,008 | -0.2% | 0.01% | 0.0% |
| Q2 2017 | $32,000 | -8.6% | 1,010 | -1.2% | 0.01% | -21.4% |
| Q1 2017 | $35,000 | -5.4% | 1,022 | +0.1% | 0.01% | 0.0% |
| Q4 2016 | $37,000 | +2.8% | 1,021 | -1.8% | 0.01% | +7.7% |
| Q3 2016 | $36,000 | +2.9% | 1,040 | 0.0% | 0.01% | -18.8% |
| Q2 2016 | $35,000 | +20.7% | 1,040 | +6.6% | 0.02% | +33.3% |
| Q1 2016 | $29,000 | +190.0% | 976 | +177.3% | 0.01% | +140.0% |
| Q4 2015 | $10,000 | – | 352 | – | 0.01% | – |
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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% |