ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $4,000 | +33.3% | 35 | +52.2% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | +200.0% | 23 | +187.5% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 8 | -38.5% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -100.0% | 13 | -99.9% | 0.00% | -100.0% |
| Q1 2019 | $2,646,000 | -74.0% | 21,477 | -82.9% | 0.82% | -75.9% |
| Q4 2018 | $10,172,000 | +107.8% | 125,430 | +121.5% | 3.42% | +135.3% |
| Q3 2018 | $4,894,000 | – | 56,623 | – | 1.46% | – |
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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% |