ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 128 filers reported holding ISHARES TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |