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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $204,000 | -18.1% | 6,786 | -16.4% | 0.06% | -24.1% |
| Q2 2019 | $249,000 | -2.7% | 8,117 | -0.7% | 0.08% | -5.7% |
| Q1 2019 | $256,000 | +15.3% | 8,171 | 0.0% | 0.09% | -3.3% |
| Q4 2018 | $222,000 | -25.0% | 8,171 | -0.9% | 0.09% | -11.7% |
| Q3 2018 | $296,000 | -4.2% | 8,246 | -1.7% | 0.10% | -12.0% |
| Q2 2018 | $309,000 | +8.8% | 8,386 | -2.3% | 0.12% | +1.7% |
| Q1 2018 | $284,000 | -6.6% | 8,586 | 0.0% | 0.12% | -10.2% |
| Q4 2017 | $304,000 | +12.2% | 8,586 | +6.6% | 0.13% | +5.8% |
| Q3 2017 | $271,000 | -1.1% | 8,054 | -7.1% | 0.12% | -11.0% |
| Q2 2017 | $274,000 | -7.7% | 8,666 | 0.0% | 0.14% | -11.7% |
| Q1 2017 | $297,000 | -4.8% | 8,666 | +0.0% | 0.15% | -18.1% |
| Q4 2016 | $312,000 | – | 8,665 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 24,604 | $741,000 | 5.75% |
| Sowa Financial Group, Inc. | 168,729 | $5,079,000,000 | 4.13% |
| Family Firm, Inc. | 278,623 | $8,387,000 | 2.84% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 51,917 | $1,563,000 | 1.43% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 96,987 | $2,919,000 | 1.32% |
| MOLLER WEALTH PARTNERS | 71,887 | $2,164,000 | 0.96% |
| Rampart Investment Management Company, LLC | 235,029 | $7,074,000 | 0.86% |
| Pure Financial Advisors, LLC | 164,061 | $4,938,000 | 0.84% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 84,607 | $2,547,000 | 0.71% |
| Beacon Financial Advisory LLC | 25,941 | $780,000 | 0.67% |