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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $218 | +0.9% | 1,856 | -1.3% | 0.00% | 0.0% |
| Q4 2022 | $216 | -100.0% | 1,880 | -66.1% | 0.00% | -50.0% |
| Q3 2022 | $634,000 | -9.9% | 5,545 | -6.0% | 0.00% | 0.0% |
| Q2 2022 | $704,000 | -6.4% | 5,901 | -4.3% | 0.00% | 0.0% |
| Q1 2022 | $752,000 | -16.9% | 6,164 | -12.4% | 0.00% | -33.3% |
| Q4 2021 | $905,000 | -3.2% | 7,036 | -2.0% | 0.00% | 0.0% |
| Q3 2021 | $935,000 | -2.6% | 7,183 | -2.3% | 0.00% | 0.0% |
| Q2 2021 | $960,000 | -1.0% | 7,354 | -1.5% | 0.00% | 0.0% |
| Q1 2021 | $970,000 | -31.6% | 7,469 | -30.0% | 0.00% | -40.0% |
| Q4 2020 | $1,419,000 | -44.6% | 10,674 | -44.3% | 0.01% | -54.5% |
| Q3 2020 | $2,562,000 | +1.6% | 19,179 | +1.7% | 0.01% | 0.0% |
| Q2 2020 | $2,521,000 | +162.9% | 18,862 | +162.2% | 0.01% | +120.0% |
| Q1 2020 | $959,000 | +0.8% | 7,193 | -4.9% | 0.01% | +25.0% |
| Q4 2019 | $951,000 | -2.9% | 7,564 | -2.0% | 0.00% | 0.0% |
| Q3 2019 | $979,000 | +21.0% | 7,717 | +19.9% | 0.00% | 0.0% |
| Q2 2019 | $809,000 | -21.5% | 6,436 | -23.1% | 0.00% | -20.0% |
| Q1 2019 | $1,030,000 | +55.6% | 8,364 | +53.3% | 0.01% | +66.7% |
| Q4 2018 | $662,000 | -10.2% | 5,457 | -11.9% | 0.00% | 0.0% |
| Q3 2018 | $737,000 | -11.8% | 6,193 | -11.1% | 0.00% | -25.0% |
| Q2 2018 | $836,000 | -8.2% | 6,963 | -7.8% | 0.00% | 0.0% |
| Q1 2018 | $911,000 | +303.1% | 7,553 | +308.3% | 0.00% | +300.0% |
| Q4 2017 | $226,000 | -2.2% | 1,850 | -1.1% | 0.00% | 0.0% |
| Q3 2017 | $231,000 | -66.0% | 1,870 | -66.0% | 0.00% | -66.7% |
| Q2 2017 | $679,000 | +18.7% | 5,494 | +18.1% | 0.00% | +50.0% |
| Q1 2017 | $572,000 | -4.2% | 4,652 | -4.6% | 0.00% | 0.0% |
| Q4 2016 | $597,000 | +28.7% | 4,875 | +32.9% | 0.00% | 0.0% |
| Q3 2016 | $464,000 | -85.7% | 3,668 | -85.6% | 0.00% | -85.7% |
| Q2 2016 | $3,240,000 | -19.9% | 25,439 | -22.8% | 0.01% | -30.0% |
| Q4 2015 | $4,043,000 | +35.2% | 32,972 | +37.4% | 0.02% | +33.3% |
| Q3 2015 | $2,990,000 | – | 23,990 | – | 0.02% | – |
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% |