ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 314 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $678,000 | -10.6% | 5,073 | -15.8% | 0.00% | – |
| Q2 2019 | $758,000 | +2.6% | 6,026 | +0.4% | 0.00% | – |
| Q1 2019 | $739,000 | -0.4% | 6,001 | -1.9% | 0.00% | -100.0% |
| Q4 2018 | $742,000 | +0.1% | 6,116 | -1.8% | 0.00% | – |
| Q3 2018 | $741,000 | +2.6% | 6,225 | +3.5% | 0.00% | -100.0% |
| Q2 2018 | $722,000 | -0.4% | 6,015 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $725,000 | -0.5% | 6,007 | +0.6% | 0.00% | 0.0% |
| Q4 2017 | $729,000 | -1.2% | 5,971 | -0.1% | 0.00% | 0.0% |
| Q3 2017 | $738,000 | -0.1% | 5,976 | -0.1% | 0.00% | 0.0% |
| Q2 2017 | $739,000 | +1.0% | 5,980 | +0.5% | 0.00% | 0.0% |
| Q1 2017 | $732,000 | +30.7% | 5,951 | +30.2% | 0.00% | – |
| Q4 2016 | $560,000 | -17.2% | 4,569 | -14.4% | 0.00% | -100.0% |
| Q3 2016 | $676,000 | -1.7% | 5,339 | -1.2% | 0.00% | 0.0% |
| Q2 2016 | $688,000 | +0.9% | 5,406 | -0.1% | 0.00% | 0.0% |
| Q1 2016 | $682,000 | +4.1% | 5,412 | +1.4% | 0.00% | 0.0% |
| Q4 2015 | $655,000 | -1.7% | 5,339 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $666,000 | +12.7% | 5,339 | +11.1% | 0.00% | – |
| Q2 2015 | $591,000 | – | 4,804 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Counterpoint Mutual Funds LLC | 63,903 | $7,303,000 | 17.80% |
| Tanglewood Wealth Management, Inc. | 869,815 | $99,403,000 | 15.00% |
| Alhambra Investment Management LLC | 150,840 | $17,238,000 | 13.10% |
| Gould Capital, LLC | 100,207 | $11,452,000 | 9.90% |
| SNS Financial Group, LLC | 582,670 | $66,588,000 | 9.58% |
| Juniper Hill Capital Management LP | 153,297 | $17,519,000 | 9.10% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 155,062 | $17,720,000 | 8.42% |
| SFMG, LLC | 597,354 | $68,045,000 | 7.94% |
| Parkside Advisors LLC | 177,179 | $20,248,000 | 7.71% |
| Donoghue Forlines LLC | 179,543 | $20,518,000 | 7.41% |