ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 278 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.17 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $8,718,000 | +1570.1% | 66,787 | +1607.7% | 0.04% | +1266.7% |
| Q3 2020 | $522,000 | -76.2% | 3,911 | -76.1% | 0.00% | -83.3% |
| Q2 2020 | $2,192,000 | +1757.6% | 16,397 | +1644.4% | 0.02% | +1700.0% |
| Q4 2019 | $118,000 | -97.0% | 940 | -97.0% | 0.00% | -96.9% |
| Q3 2019 | $3,949,000 | +801.6% | 31,145 | +793.7% | 0.03% | +966.7% |
| Q2 2019 | $438,000 | -93.2% | 3,485 | -93.4% | 0.00% | -95.0% |
| Q1 2019 | $6,472,000 | +1105.2% | 52,533 | +1065.1% | 0.06% | +1400.0% |
| Q3 2018 | $537,000 | +260.4% | 4,509 | +273.0% | 0.00% | +300.0% |
| Q2 2017 | $149,000 | -99.0% | 1,209 | -99.0% | 0.00% | -99.4% |
| Q3 2016 | $15,246,000 | +734.5% | 120,485 | +739.6% | 0.16% | +1130.8% |
| Q2 2016 | $1,827,000 | -95.1% | 14,350 | -95.1% | 0.01% | -95.2% |
| Q1 2016 | $37,195,000 | +64.8% | 295,314 | +60.4% | 0.27% | +68.1% |
| Q4 2015 | $22,570,000 | -6.4% | 184,077 | -4.9% | 0.16% | +11.1% |
| Q3 2015 | $24,124,000 | +96.2% | 193,534 | +93.5% | 0.14% | +77.8% |
| Q2 2015 | $12,296,000 | – | 100,000 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 1,849,473 | $221,937,000 | 13.37% |
| VCU Investment Management Co | 290,964 | $34,916,000 | 10.44% |
| Financial Gravity Asset Management, Inc. | 85,053 | $10,196,000 | 9.56% |
| MATHER GROUP, LLC. | 731,804 | $87,816,000 | 8.57% |
| Virtue Capital Management, LLC | 135,725 | $16,287,000 | 7.92% |
| Trilogy Capital Inc. | 354,663 | $42,560,000 | 5.73% |
| KLS Professional Advisors Group, LLC | 270,309 | $32,437,000 | 5.53% |
| ARGI Investment Services, LLC | 715,387 | $85,893,000 | 5.43% |
| ALTFEST L J & CO INC | 120,499 | $14,460,000 | 5.38% |
| Avidian Wealth Solutions, LLC | 138 | $16,560,000 | 5.23% |