ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 296 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $495,000 | -21.2% | 4,161 | -20.5% | 0.14% | -23.0% |
| Q2 2018 | $628,000 | -8.9% | 5,231 | -8.5% | 0.19% | -13.8% |
| Q1 2018 | $689,000 | -13.8% | 5,716 | -12.7% | 0.22% | -13.9% |
| Q4 2017 | $799,000 | -29.9% | 6,544 | -29.0% | 0.25% | -33.0% |
| Q3 2017 | $1,139,000 | -43.1% | 9,219 | -43.1% | 0.38% | -44.3% |
| Q2 2017 | $2,003,000 | -4.5% | 16,207 | -4.9% | 0.68% | -11.1% |
| Q1 2017 | $2,097,000 | -4.1% | 17,038 | -4.6% | 0.76% | -9.0% |
| Q4 2016 | $2,187,000 | -9.7% | 17,854 | -6.8% | 0.83% | -12.4% |
| Q3 2016 | $2,423,000 | +1.3% | 19,147 | +1.9% | 0.95% | -1.9% |
| Q2 2016 | $2,392,000 | -7.0% | 18,783 | -8.0% | 0.97% | -12.6% |
| Q1 2016 | $2,572,000 | +1.6% | 20,424 | -1.1% | 1.11% | +3.7% |
| Q4 2015 | $2,532,000 | +1.3% | 20,648 | +3.0% | 1.07% | -7.8% |
| Q3 2015 | $2,500,000 | +5.0% | 20,055 | +3.6% | 1.16% | +19.6% |
| Q2 2015 | $2,380,000 | -47.8% | 19,359 | -47.3% | 0.97% | +4.4% |
| Q1 2015 | $4,560,000 | +139.7% | 36,726 | +135.5% | 0.93% | +16.7% |
| Q4 2014 | $1,902,000 | +20.6% | 15,594 | +19.9% | 0.80% | +15.8% |
| Q3 2014 | $1,577,000 | +1.7% | 13,002 | +2.1% | 0.69% | +0.4% |
| Q2 2014 | $1,551,000 | +0.5% | 12,732 | -0.5% | 0.68% | -3.2% |
| Q1 2014 | $1,544,000 | +8.2% | 12,792 | +7.6% | 0.71% | +1.9% |
| Q4 2013 | $1,427,000 | +4.3% | 11,892 | +5.5% | 0.70% | -3.1% |
| Q3 2013 | $1,368,000 | +1.6% | 11,272 | +1.1% | 0.72% | -4.4% |
| Q2 2013 | $1,346,000 | – | 11,145 | – | 0.75% | – |
Download | ||||||
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% |