ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 139 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $29,000 | -94.2% | 1,790 | -89.3% | 0.02% | -94.1% |
| Q4 2019 | $502,000 | +5.0% | 16,682 | +1.3% | 0.25% | +12.9% |
| Q3 2019 | $478,000 | -5.3% | 16,460 | 0.0% | 0.22% | -2.6% |
| Q2 2019 | $505,000 | -50.9% | 16,460 | -2.7% | 0.23% | +5.0% |
| Q1 2019 | $1,028,000 | +131.5% | 16,919 | +3.4% | 0.22% | +6.8% |
| Q4 2018 | $444,000 | -33.1% | 16,364 | -11.7% | 0.20% | -24.6% |
| Q3 2018 | $664,000 | -5.4% | 18,530 | -2.8% | 0.27% | -8.1% |
| Q2 2018 | $702,000 | +10.6% | 19,068 | -0.6% | 0.30% | +13.0% |
| Q1 2018 | $635,000 | -6.3% | 19,185 | +0.2% | 0.26% | -4.4% |
| Q4 2017 | $678,000 | +6.1% | 19,141 | +0.7% | 0.27% | -21.5% |
| Q3 2017 | $639,000 | +6.5% | 19,000 | +0.3% | 0.35% | +5.4% |
| Q2 2017 | $600,000 | -7.6% | 18,952 | 0.0% | 0.33% | -7.8% |
| Q1 2017 | $649,000 | -5.8% | 18,952 | -1.2% | 0.36% | -8.7% |
| Q4 2016 | $689,000 | +0.7% | 19,176 | -3.5% | 0.39% | +0.8% |
| Q3 2016 | $684,000 | -3.1% | 19,874 | -6.5% | 0.39% | -6.5% |
| Q2 2016 | $706,000 | +12.1% | 21,254 | +0.2% | 0.42% | +9.4% |
| Q1 2016 | $630,000 | -28.2% | 21,201 | -32.1% | 0.38% | -30.7% |
| Q4 2015 | $878,000 | – | 31,229 | – | 0.55% | – |
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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% |