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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,145,066 | +244.9% | 10,119 | +306.5% | 0.12% | +33.0% |
| Q1 2020 | $332,000 | -8.3% | 2,489 | -13.6% | 0.09% | +11.0% |
| Q4 2019 | $362,000 | +66.1% | 2,881 | +67.2% | 0.08% | +54.7% |
| Q3 2019 | $218,000 | +2.8% | 1,723 | +2.4% | 0.05% | 0.0% |
| Q2 2019 | $212,000 | +5.0% | 1,682 | +0.1% | 0.05% | -5.4% |
| Q2 2018 | $202,000 | +274.1% | 1,680 | +295.3% | 0.06% | +273.3% |
| Q3 2016 | $54,000 | -8.5% | 425 | -8.6% | 0.02% | -16.7% |
| Q1 2016 | $59,000 | +3.5% | 465 | 0.0% | 0.02% | +5.9% |
| Q4 2015 | $57,000 | -1.7% | 465 | 0.0% | 0.02% | -5.6% |
| Q3 2015 | $58,000 | -43.1% | 465 | -44.0% | 0.02% | +12.5% |
| Q2 2015 | $102,000 | – | 830 | – | 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% |