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 ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 183,574 | $5,392,000 | 3.50% |
| AVALON CAPITAL MANAGEMENT | 196,562 | $5,773,000 | 3.24% |
| Family Firm, Inc. | 299,627 | $9,765,000 | 2.57% |
| Zeit Capital LLC | 63,134 | $1,854,000 | 1.58% |
| Windward Private Wealth Management Inc. | 97,800 | $2,872,000 | 1.17% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 90,730 | $2,665,000 | 1.16% |
| SENTINEL PENSION ADVISORS INC | 51,514 | $1,513,000 | 0.52% |
| Kesler, Norman & Wride, LLC | 53,147 | $1,561,000 | 0.37% |
| TELEMUS CAPITAL, LLC | 148,159 | $4,351,000 | 0.37% |
| M Financial Asset Management, Inc. | 1,931 | $57,000 | 0.28% |