ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,093,000 | -62.4% | 9,000 | -63.1% | 0.02% | -56.4% |
| Q3 2018 | $2,905,000 | +282.2% | 24,400 | +293.5% | 0.06% | +66.7% |
| Q4 2015 | $760,000 | -1.7% | 6,200 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $773,000 | +1.4% | 6,200 | 0.0% | 0.03% | +10.0% |
| Q2 2015 | $762,000 | -1.0% | 6,200 | 0.0% | 0.03% | +7.1% |
| Q1 2015 | $770,000 | +1.6% | 6,200 | 0.0% | 0.03% | -3.4% |
| Q4 2014 | $758,000 | -58.1% | 6,200 | -58.4% | 0.03% | -60.8% |
| Q3 2014 | $1,808,000 | -0.4% | 14,904 | 0.0% | 0.07% | +2.8% |
| Q2 2014 | $1,815,000 | +0.9% | 14,904 | 0.0% | 0.07% | +22.0% |
| Q1 2014 | $1,799,000 | +1.7% | 14,904 | +1.2% | 0.06% | +11.3% |
| Q4 2013 | $1,769,000 | +5.4% | 14,734 | +6.5% | 0.05% | +1.9% |
| Q3 2013 | $1,679,000 | -27.7% | 13,839 | -28.1% | 0.05% | -29.7% |
| Q2 2013 | $2,323,000 | – | 19,239 | – | 0.07% | – |
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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% |