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 ↓ |
|---|---|---|---|
| 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% |