ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 313 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $440,000 | -0.9% | 3,500 | 0.0% | 0.02% | -17.2% |
| Q3 2019 | $444,000 | +0.9% | 3,500 | 0.0% | 0.03% | +16.0% |
| Q2 2019 | $440,000 | +2.1% | 3,500 | 0.0% | 0.02% | -3.8% |
| Q1 2019 | $431,000 | +1.4% | 3,500 | 0.0% | 0.03% | -7.1% |
| Q4 2018 | $425,000 | +1.9% | 3,500 | 0.0% | 0.03% | +55.6% |
| Q3 2018 | $417,000 | -0.7% | 3,500 | 0.0% | 0.02% | -10.0% |
| Q2 2018 | $420,000 | -0.5% | 3,500 | 0.0% | 0.02% | -4.8% |
| Q1 2018 | $422,000 | – | 3,500 | – | 0.02% | – |
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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% |