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 | $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. | 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% |