ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $6,365,000 | -1.3% | 52,765 | 0.0% | 0.66% | +5.6% |
| Q4 2017 | $6,446,000 | -1.1% | 52,765 | 0.0% | 0.63% | -1.1% |
| Q3 2017 | $6,517,000 | +6.2% | 52,765 | +6.2% | 0.63% | -10.2% |
| Q2 2017 | $6,138,000 | +10.3% | 49,670 | +9.8% | 0.70% | +14.3% |
| Q1 2017 | $5,565,000 | -3.4% | 45,228 | 0.0% | 0.62% | -21.1% |
| Q2 2016 | $5,760,000 | +2.2% | 45,228 | 0.0% | 0.78% | +24.5% |
| Q1 2015 | $5,638,000 | +1.4% | 45,228 | 0.0% | 0.63% | +5.0% |
| Q4 2014 | $5,560,000 | +1.4% | 45,228 | 0.0% | 0.60% | -1.5% |
| Q2 2014 | $5,483,000 | – | 45,228 | – | 0.61% | – |
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% |