ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 144 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 6.77 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $396,000 | -24.1% | 19,999 | -16.9% | 0.00% | – |
| Q2 2020 | $522,000 | +275.5% | 24,053 | +188.0% | 0.00% | – |
| Q1 2020 | $139,000 | -65.5% | 8,353 | -37.8% | 0.00% | – |
| Q4 2019 | $403,000 | +106.7% | 13,440 | +99.4% | 0.00% | – |
| Q3 2019 | $195,000 | -19.4% | 6,740 | -15.0% | 0.00% | – |
| Q2 2019 | $242,000 | -23.2% | 7,930 | -21.6% | 0.00% | – |
| Q1 2019 | $315,000 | +15.4% | 10,110 | 0.0% | 0.00% | – |
| Q4 2018 | $273,000 | -32.1% | 10,110 | -9.8% | 0.00% | – |
| Q3 2018 | $402,000 | -7.6% | 11,210 | -5.1% | 0.00% | – |
| Q2 2018 | $435,000 | +10.7% | 11,810 | -0.8% | 0.00% | – |
| Q1 2018 | $393,000 | -97.3% | 11,910 | -96.8% | 0.00% | -100.0% |
| Q4 2014 | $14,366,000 | -27.1% | 375,004 | -14.8% | 0.01% | -25.0% |
| Q3 2014 | $19,695,000 | +18.0% | 440,209 | +31.7% | 0.01% | +9.1% |
| Q2 2014 | $16,690,000 | +56.7% | 334,230 | +39.0% | 0.01% | +37.5% |
| Q1 2014 | $10,652,000 | -12.2% | 240,482 | -14.1% | 0.01% | -11.1% |
| Q4 2013 | $12,137,000 | -16.5% | 279,823 | -20.2% | 0.01% | -18.2% |
| Q3 2013 | $14,535,000 | – | 350,854 | – | 0.01% | – |
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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% |