ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $221,000 | -36.3% | 1,650 | -36.5% | 0.10% | -50.0% |
| Q1 2020 | $347,000 | +63.7% | 2,600 | +51.2% | 0.20% | +94.1% |
| Q1 2019 | $212,000 | +1.9% | 1,720 | +0.3% | 0.10% | -11.4% |
| Q4 2018 | $208,000 | -61.7% | 1,715 | -62.4% | 0.11% | -53.5% |
| Q3 2018 | $543,000 | -38.9% | 4,564 | -38.4% | 0.24% | -43.3% |
| Q2 2018 | $889,000 | -14.8% | 7,405 | -14.4% | 0.43% | -16.1% |
| Q1 2018 | $1,043,000 | -13.2% | 8,646 | -12.1% | 0.52% | -12.7% |
| Q4 2017 | $1,202,000 | -5.4% | 9,841 | -4.3% | 0.59% | -10.6% |
| Q3 2017 | $1,270,000 | -7.6% | 10,281 | -7.6% | 0.66% | -9.5% |
| Q2 2017 | $1,375,000 | -29.1% | 11,124 | -29.4% | 0.73% | -25.9% |
| Q1 2017 | $1,939,000 | – | 15,760 | – | 0.98% | – |
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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% |