ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,445,000 | +0.3% | 10,809 | 0.0% | 0.27% | -14.4% |
| Q1 2020 | $1,441,000 | -29.7% | 10,809 | -33.7% | 0.31% | -15.6% |
| Q4 2019 | $2,050,000 | -0.8% | 16,300 | 0.0% | 0.37% | -5.4% |
| Q3 2019 | $2,067,000 | +0.8% | 16,300 | 0.0% | 0.39% | -15.0% |
| Q2 2019 | $2,050,000 | +2.1% | 16,300 | 0.0% | 0.46% | -14.3% |
| Q1 2019 | $2,008,000 | +1.5% | 16,300 | 0.0% | 0.54% | -11.2% |
| Q4 2018 | $1,979,000 | +1.9% | 16,300 | -0.1% | 0.61% | +1.5% |
| Q3 2018 | $1,943,000 | -0.7% | 16,322 | +0.1% | 0.60% | -1.3% |
| Q2 2018 | $1,956,000 | -0.5% | 16,300 | 0.0% | 0.60% | -3.4% |
| Q1 2018 | $1,966,000 | -1.3% | 16,300 | 0.0% | 0.63% | +11.8% |
| Q4 2017 | $1,991,000 | -1.1% | 16,300 | 0.0% | 0.56% | -4.4% |
| Q3 2017 | $2,013,000 | -0.0% | 16,300 | 0.0% | 0.59% | -17.9% |
| Q2 2017 | $2,014,000 | +0.4% | 16,300 | 0.0% | 0.71% | -4.2% |
| Q1 2017 | $2,006,000 | +0.5% | 16,300 | 0.0% | 0.74% | -4.5% |
| Q4 2016 | $1,997,000 | -3.2% | 16,300 | 0.0% | 0.78% | -40.0% |
| Q3 2016 | $2,063,000 | -0.6% | 16,300 | 0.0% | 1.30% | +8.8% |
| Q2 2016 | $2,076,000 | +1.1% | 16,300 | 0.0% | 1.19% | -10.7% |
| Q1 2016 | $2,053,000 | +2.7% | 16,300 | 0.0% | 1.34% | -6.8% |
| Q4 2015 | $1,999,000 | -1.6% | 16,300 | 0.0% | 1.43% | -11.1% |
| Q3 2015 | $2,032,000 | – | 16,300 | – | 1.61% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 1,849,473 | $221,937,000 | 13.37% |
| VCU Investment Management Co | 290,964 | $34,916,000 | 10.44% |
| Financial Gravity Asset Management, Inc. | 85,053 | $10,196,000 | 9.56% |
| MATHER GROUP, LLC. | 731,804 | $87,816,000 | 8.57% |
| Virtue Capital Management, LLC | 135,725 | $16,287,000 | 7.92% |
| Trilogy Capital Inc. | 354,663 | $42,560,000 | 5.73% |
| KLS Professional Advisors Group, LLC | 270,309 | $32,437,000 | 5.53% |
| ARGI Investment Services, LLC | 715,387 | $85,893,000 | 5.43% |
| ALTFEST L J & CO INC | 120,499 | $14,460,000 | 5.38% |
| Avidian Wealth Solutions, LLC | 138 | $16,560,000 | 5.23% |