ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,133 | +271.1% | 45,365 | +285.8% | 0.05% | +200.0% |
| Q1 2023 | $1,383 | -100.0% | 11,759 | -69.6% | 0.02% | -64.6% |
| Q3 2022 | $4,422,000 | +122.3% | 38,699 | +150.2% | 0.05% | +336.4% |
| Q4 2021 | $1,989,000 | +72.5% | 15,465 | +74.9% | 0.01% | 0.0% |
| Q2 2021 | $1,153,000 | -8.3% | 8,840 | -6.5% | 0.01% | -56.0% |
| Q4 2020 | $1,257,000 | +12.3% | 9,459 | +6.3% | 0.02% | -64.8% |
| Q2 2019 | $1,119,000 | +13.3% | 8,902 | +11.0% | 0.07% | -53.6% |
| Q1 2019 | $988,000 | – | 8,021 | – | 0.15% | – |
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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% |