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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $880,000 | -25.9% | 6,958 | -25.4% | 0.31% | -38.7% |
| Q2 2016 | $1,188,000 | -53.1% | 9,328 | -53.6% | 0.51% | -43.5% |
| Q1 2016 | $2,534,000 | -54.7% | 20,122 | -55.9% | 0.90% | -48.7% |
| Q4 2015 | $5,596,000 | -60.8% | 45,638 | -60.2% | 1.74% | -17.7% |
| Q3 2015 | $14,290,000 | +152.3% | 114,644 | +147.5% | 2.12% | +123.2% |
| Q4 2014 | $5,665,000 | -91.3% | 46,313 | -91.3% | 0.95% | -93.7% |
| Q3 2013 | $64,883,000 | – | 534,767 | – | 14.96% | – |
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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% |