ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,454,989 | -3.9% | 30,532 | -2.1% | 1.77% | -20.8% |
| Q2 2023 | $3,593,427 | -2.1% | 31,177 | -0.0% | 2.23% | -5.7% |
| Q1 2023 | $3,668,761 | -0.0% | 31,184 | -2.4% | 2.36% | -2.4% |
| Q4 2022 | $3,669,141 | -5.1% | 31,936 | -1.4% | 2.42% | +5.3% |
| Q2 2022 | $3,865,000 | -39.8% | 32,383 | -38.5% | 2.30% | -20.1% |
| Q1 2022 | $6,423,000 | – | 52,625 | – | 2.88% | – |
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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% |