ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,435 | -1.8% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $43,222 | +440.3% | 375 | +451.5% | 0.00% | – |
| Q1 2023 | $8,000 | +99900.0% | 68 | 0.0% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 68 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | 0.0% | 68 | 0.0% | 0.00% | – |
| Q1 2022 | $8,000 | -27.3% | 68 | -20.9% | 0.00% | – |
| Q4 2021 | $11,000 | +22.2% | 86 | +26.5% | 0.00% | – |
| Q3 2021 | $9,000 | -100.0% | 68 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $21,272,000 | -59.7% | 159,530 | -62.0% | 0.98% | -49.9% |
| Q4 2019 | $52,756,000 | -0.9% | 419,530 | -0.1% | 1.96% | -15.5% |
| Q3 2019 | $53,248,000 | +0.8% | 419,940 | 0.0% | 2.32% | -1.9% |
| Q2 2019 | $52,812,000 | -3.4% | 419,940 | -5.4% | 2.37% | -4.6% |
| Q1 2019 | $54,699,000 | +77.1% | 443,980 | +74.6% | 2.48% | +67.1% |
| Q4 2018 | $30,878,000 | +62916.3% | 254,349 | +61936.3% | 1.48% | +74150.0% |
| Q3 2018 | $49,000 | +2350.0% | 410 | +2177.8% | 0.00% | – |
| Q4 2016 | $2,000 | – | 18 | – | 0.00% | – |
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% |