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 2023 | $299,100 | -38.7% | 2,595 | -37.4% | 0.04% | -42.3% |
| Q1 2023 | $487,895 | -41.0% | 4,147 | -42.3% | 0.08% | -43.1% |
| Q4 2022 | $826,289 | -51.4% | 7,192 | -51.6% | 0.14% | -53.9% |
| Q3 2022 | $1,699,000 | -52.7% | 14,863 | -49.5% | 0.30% | -42.2% |
| Q1 2022 | $3,589,000 | +11863.3% | 29,407 | +12969.8% | 0.51% | +7242.9% |
| Q2 2020 | $30,000 | 0.0% | 225 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $30,000 | +7.1% | 225 | 0.0% | 0.01% | +33.3% |
| Q4 2019 | $28,000 | -3.4% | 225 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $29,000 | +3.6% | 225 | 0.0% | 0.01% | +40.0% |
| Q2 2019 | $28,000 | -37.8% | 225 | -38.7% | 0.01% | -37.5% |
| Q4 2017 | $45,000 | +4.7% | 367 | +5.2% | 0.01% | 0.0% |
| Q3 2017 | $43,000 | -20.4% | 349 | -20.9% | 0.01% | -20.0% |
| Q2 2017 | $54,000 | +315.4% | 441 | +308.3% | 0.01% | +400.0% |
| Q1 2017 | $13,000 | +160.0% | 108 | +184.2% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | +25.0% | 38 | +2.7% | 0.00% | -33.3% |
| Q3 2013 | $4,000 | – | 37 | – | 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% |