ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 371 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,138 | -19.5% | 6,629 | -18.0% | 0.01% | -42.9% |
| Q2 2023 | $931,647 | +20.4% | 8,083 | +19.4% | 0.01% | -39.1% |
| Q3 2022 | $774,000 | -14.5% | 6,770 | -8.6% | 0.02% | -28.1% |
| Q1 2022 | $905,000 | +229.1% | 7,411 | +247.3% | 0.03% | +166.7% |
| Q4 2021 | $275,000 | -32.3% | 2,134 | -31.6% | 0.01% | 0.0% |
| Q3 2021 | $406,000 | -9.4% | 3,118 | -9.1% | 0.01% | -7.7% |
| Q2 2021 | $448,000 | -6.5% | 3,430 | -4.8% | 0.01% | +18.2% |
| Q4 2020 | $479,000 | +22.5% | 3,604 | +23.2% | 0.01% | +22.2% |
| Q2 2020 | $391,000 | +19.9% | 2,925 | +13.7% | 0.01% | +200.0% |
| Q3 2019 | $326,000 | -50.5% | 2,573 | -50.9% | 0.00% | -57.1% |
| Q2 2019 | $658,000 | -50.1% | 5,235 | -51.1% | 0.01% | -41.7% |
| Q1 2019 | $1,319,000 | +201.1% | 10,709 | +193.7% | 0.01% | +500.0% |
| Q2 2018 | $438,000 | -20.9% | 3,646 | -19.6% | 0.00% | -86.7% |
| Q4 2017 | $554,000 | -64.3% | 4,537 | -64.1% | 0.02% | -97.1% |
| Q4 2016 | $1,550,000 | – | 12,655 | – | 0.52% | – |
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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% |