ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $8,238,000 | -0.7% | 61,663 | -0.6% | 0.15% | -11.6% |
| Q2 2020 | $8,294,000 | -8.1% | 62,044 | -8.4% | 0.17% | -24.8% |
| Q1 2020 | $9,027,000 | +10.0% | 67,699 | +3.7% | 0.23% | +25.0% |
| Q4 2019 | $8,206,000 | +86.6% | 65,254 | +88.1% | 0.18% | +65.8% |
| Q3 2019 | $4,398,000 | -2.4% | 34,686 | -3.2% | 0.11% | -8.3% |
| Q2 2019 | $4,507,000 | -36.3% | 35,840 | -37.6% | 0.12% | -40.4% |
| Q1 2019 | $7,073,000 | -43.9% | 57,407 | -44.7% | 0.20% | -50.6% |
| Q4 2018 | $12,609,000 | +260.3% | 103,861 | +253.3% | 0.41% | +306.9% |
| Q3 2018 | $3,500,000 | -16.0% | 29,395 | -15.4% | 0.10% | -21.1% |
| Q2 2018 | $4,167,000 | +10.3% | 34,730 | +10.9% | 0.13% | +4.9% |
| Q1 2018 | $3,777,000 | +6.8% | 31,313 | +8.2% | 0.12% | +8.0% |
| Q4 2017 | $3,535,000 | +3.9% | 28,938 | +5.0% | 0.11% | -6.6% |
| Q3 2017 | $3,403,000 | +7.4% | 27,549 | +7.4% | 0.12% | -0.8% |
| Q2 2017 | $3,168,000 | -40.4% | 25,639 | -40.6% | 0.12% | -44.3% |
| Q1 2017 | $5,311,000 | -5.0% | 43,161 | -5.5% | 0.22% | -14.5% |
| Q4 2016 | $5,592,000 | +36.7% | 45,650 | +41.2% | 0.26% | +29.3% |
| Q3 2016 | $4,090,000 | -66.1% | 32,321 | -65.8% | 0.20% | -69.0% |
| Q2 2016 | $12,052,000 | -14.1% | 94,639 | -15.0% | 0.64% | -20.2% |
| Q1 2016 | $14,026,000 | +300.6% | 111,358 | +290.0% | 0.80% | +287.9% |
| Q4 2015 | $3,501,000 | -50.9% | 28,556 | -50.1% | 0.21% | -53.1% |
| Q3 2015 | $7,129,000 | -21.9% | 57,192 | -23.0% | 0.44% | -18.1% |
| Q2 2015 | $9,128,000 | -20.2% | 74,241 | -19.4% | 0.54% | -21.1% |
| Q1 2015 | $11,432,000 | +48.3% | 92,068 | +46.1% | 0.68% | +44.5% |
| Q4 2014 | $7,710,000 | +0.4% | 63,038 | -0.4% | 0.47% | -6.0% |
| Q3 2014 | $7,676,000 | +112.6% | 63,263 | +113.5% | 0.50% | +108.3% |
| Q2 2014 | $3,610,000 | -68.1% | 29,635 | -68.4% | 0.24% | -70.3% |
| Q1 2014 | $11,308,000 | +258.6% | 93,676 | +256.6% | 0.81% | +224.5% |
| Q4 2013 | $3,153,000 | -9.8% | 26,269 | -8.9% | 0.25% | -22.4% |
| Q3 2013 | $3,497,000 | +52.5% | 28,821 | +51.7% | 0.32% | +31.0% |
| Q2 2013 | $2,293,000 | – | 18,995 | – | 0.24% | – |
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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% |