ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $17,802,000 | -6.3% | 136,385 | -6.8% | 0.02% | -17.4% |
| Q1 2021 | $19,008,000 | +8.7% | 146,340 | +11.3% | 0.02% | 0.0% |
| Q4 2020 | $17,487,000 | +29.6% | 131,500 | +30.2% | 0.02% | +9.5% |
| Q3 2020 | $13,493,000 | -45.7% | 101,000 | -45.7% | 0.02% | -51.2% |
| Q2 2020 | $24,857,000 | -13.2% | 185,955 | -13.4% | 0.04% | -29.5% |
| Q1 2020 | $28,645,000 | +118.6% | 214,825 | +106.2% | 0.06% | +165.2% |
| Q4 2019 | $13,103,000 | -62.1% | 104,200 | -61.8% | 0.02% | -36.1% |
| Q3 2019 | $34,582,000 | +52.3% | 272,730 | +51.0% | 0.04% | -26.5% |
| Q2 2019 | $22,708,000 | -5.0% | 180,570 | -6.9% | 0.05% | -7.5% |
| Q1 2019 | $23,905,000 | -23.0% | 194,035 | -24.1% | 0.05% | -32.1% |
| Q4 2018 | $31,034,000 | +10.4% | 255,635 | +8.2% | 0.08% | +32.2% |
| Q3 2018 | $28,121,000 | -18.0% | 236,170 | -17.3% | 0.06% | -28.0% |
| Q2 2018 | $34,278,000 | +153.3% | 285,655 | +154.6% | 0.08% | +148.5% |
| Q1 2018 | $13,532,000 | -10.8% | 112,190 | -9.6% | 0.03% | -15.4% |
| Q4 2017 | $15,164,000 | +32.9% | 124,135 | +34.8% | 0.04% | +21.9% |
| Q3 2017 | $11,411,000 | – | 92,115 | – | 0.03% | – |
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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% |