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. | 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% |