ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 261 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 10.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $304,000 | -2.6% | 2,479 | +0.6% | 0.00% | – |
| Q3 2016 | $312,000 | -25.7% | 2,464 | -25.2% | 0.00% | -100.0% |
| Q2 2016 | $420,000 | +30.8% | 3,296 | +29.2% | 0.00% | – |
| Q1 2016 | $321,000 | -35.9% | 2,552 | -37.5% | 0.00% | -100.0% |
| Q4 2015 | $501,000 | -1.6% | 4,086 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $509,000 | -1.2% | 4,086 | -2.4% | 0.00% | 0.0% |
| Q2 2015 | $515,000 | +84.6% | 4,185 | +86.1% | 0.00% | – |
| Q1 2015 | $279,000 | +142.6% | 2,249 | +139.8% | 0.00% | – |
| Q4 2014 | $115,000 | -4.2% | 938 | -5.3% | 0.00% | – |
| Q3 2014 | $120,000 | -4.0% | 991 | -3.5% | 0.00% | – |
| Q2 2014 | $125,000 | -66.6% | 1,027 | -66.8% | 0.00% | -100.0% |
| Q1 2014 | $374,000 | +6.9% | 3,095 | +6.2% | 0.00% | 0.0% |
| Q4 2013 | $350,000 | +0.9% | 2,913 | +1.7% | 0.00% | 0.0% |
| Q3 2013 | $347,000 | -4.7% | 2,864 | -5.0% | 0.00% | 0.0% |
| Q2 2013 | $364,000 | – | 3,015 | – | 0.00% | – |
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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% |