ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 129 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $7,799,000 | +0.4% | 220,076 | -4.6% | 0.85% | +4.2% |
| Q3 2017 | $7,767,000 | -6.6% | 230,692 | -12.2% | 0.82% | +0.4% |
| Q2 2017 | $8,314,000 | -13.6% | 262,616 | -6.5% | 0.81% | -4.6% |
| Q1 2017 | $9,621,000 | -9.6% | 280,734 | -5.2% | 0.85% | +3.5% |
| Q4 2016 | $10,641,000 | -0.0% | 295,996 | -4.2% | 0.82% | +20.7% |
| Q3 2016 | $10,645,000 | – | 308,910 | – | 0.68% | – |
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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% |