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 | $215,000 | -4.0% | 1,759 | 0.0% | 0.08% | -21.1% |
| Q2 2016 | $224,000 | +0.9% | 1,759 | 0.0% | 0.10% | -5.0% |
| Q1 2016 | $222,000 | +2.8% | 1,759 | 0.0% | 0.10% | -2.0% |
| Q4 2015 | $216,000 | -1.4% | 1,759 | 0.0% | 0.10% | -15.7% |
| Q3 2015 | $219,000 | +0.5% | 1,759 | 0.0% | 0.12% | +12.0% |
| Q2 2015 | $218,000 | 0.0% | 1,759 | 0.0% | 0.11% | 0.0% |
| Q1 2015 | $218,000 | -14.5% | 1,759 | -15.7% | 0.11% | -19.4% |
| Q4 2014 | $255,000 | – | 2,086 | – | 0.13% | – |
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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% |