ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,279 | -96.8% | 82 | -96.7% | 0.00% | -100.0% |
| Q2 2023 | $287,458 | +1149732.0% | 2,494 | +1060.0% | 0.01% | +900.0% |
| Q1 2023 | $25 | -89.9% | 215 | -90.0% | 0.00% | -90.0% |
| Q4 2022 | $248 | -99.9% | 2,157 | -41.6% | 0.01% | +42.9% |
| Q3 2022 | $422,000 | +91.8% | 3,694 | +105.1% | 0.01% | +250.0% |
| Q1 2022 | $220,000 | +249.2% | 1,801 | +267.6% | 0.00% | +100.0% |
| Q4 2021 | $63,000 | +1160.0% | 490 | +1189.5% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 38 | +2.7% | 0.00% | – |
| Q4 2020 | $5,000 | -99.3% | 37 | -99.3% | 0.00% | -100.0% |
| Q3 2020 | $710,000 | +4971.4% | 5,316 | +5163.4% | 0.01% | +700.0% |
| Q2 2020 | $14,000 | +7.7% | 101 | +1.0% | 0.00% | 0.0% |
| Q4 2019 | $13,000 | – | 100 | +4900.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q2 2019 | $287,000 | +67.8% | 2,283 | +64.2% | 0.02% | +90.0% |
| Q1 2019 | $171,000 | +17000.0% | 1,390 | +11483.3% | 0.01% | – |
| Q4 2018 | $1,000 | -87.5% | 12 | -81.8% | 0.00% | – |
| Q2 2018 | $8,000 | -83.3% | 66 | -83.5% | 0.00% | -100.0% |
| Q1 2018 | $48,000 | – | 400 | +9900.0% | 0.00% | – |
| Q1 2014 | $0 | – | 4 | – | 0.00% | – |
Download | ||||||
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% |