ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $70,386 | -1.8% | 622 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $71,692 | -2.0% | 622 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $73,178 | +2.4% | 622 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $71,462 | -40.9% | 622 | -41.3% | 0.00% | -40.0% |
| Q3 2022 | $121,000 | -54.2% | 1,059 | -52.0% | 0.01% | -28.6% |
| Q2 2022 | $264,000 | -47.1% | 2,208 | -46.0% | 0.01% | -53.3% |
| Q1 2022 | $499,000 | +31.3% | 4,092 | +38.7% | 0.02% | +36.4% |
| Q4 2021 | $380,000 | +21.8% | 2,951 | +23.1% | 0.01% | +57.1% |
| Q3 2021 | $312,000 | – | 2,398 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 2,233,642 | $284,454,000 | 19.38% |
| Tanglewood Wealth Management, Inc. | 303,956 | $38,709,000 | 14.27% |
| New Harbor Financial Group, LLC | 87,940 | $11,199,000 | 12.89% |
| Gunma Bank,Ltd. | 201,000 | $25,597,000 | 9.12% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 238,076 | $30,319,000 | 7.07% |
| Visionary Asset Management, Inc. | 120,853 | $15,390,000 | 5.46% |
| MEEDER ASSET MANAGEMENT INC | 420,805 | $53,590,000 | 5.01% |
| Sage Advisory Services, Ltd.Co. | 279,569 | $35,603,000 | 4.71% |
| SFMG, LLC | 158,630 | $20,202,000 | 4.51% |
| COLONY GROUP LLC | 287,486 | $36,611,000 | 4.02% |