ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 192 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.62 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,083,000 | -11.6% | 38,027 | -11.8% | 1.88% | -12.4% |
| Q1 2020 | $5,749,000 | -24.3% | 43,116 | -28.1% | 2.15% | +88.8% |
| Q3 2019 | $7,599,000 | -1.7% | 59,930 | -2.5% | 1.14% | -4.1% |
| Q2 2019 | $7,731,000 | +12.7% | 61,478 | +10.4% | 1.19% | +11.9% |
| Q1 2019 | $6,859,000 | +1.2% | 55,677 | -0.3% | 1.06% | -7.7% |
| Q4 2018 | $6,781,000 | +3083.6% | 55,855 | +3132.3% | 1.15% | +1497.2% |
| Q1 2017 | $213,000 | -91.6% | 1,728 | -91.4% | 0.07% | -93.8% |
| Q1 2016 | $2,524,000 | +2.1% | 20,041 | -0.6% | 1.17% | +17.9% |
| Q4 2015 | $2,473,000 | -57.2% | 20,172 | -56.4% | 0.99% | -55.4% |
| Q3 2015 | $5,774,000 | +288600.0% | 46,318 | +231490.0% | 2.22% | +222100.0% |
| Q2 2015 | $2,000 | -99.3% | 20 | -99.1% | 0.00% | -96.9% |
| Q1 2015 | $283,000 | -11.6% | 2,280 | -12.8% | 0.03% | -71.9% |
| Q4 2014 | $320,000 | – | 2,614 | – | 0.11% | – |
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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% |