ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $743 | +23.0% | 6,570 | +25.4% | 0.60% | +140.2% |
| Q2 2023 | $604 | -77.0% | 5,238 | -76.6% | 0.25% | -78.7% |
| Q1 2023 | $2,630 | -5.4% | 22,357 | -7.6% | 1.17% | +15.8% |
| Q4 2022 | $2,781 | -99.7% | 24,205 | +243.1% | 1.01% | +128.1% |
| Q2 2022 | $842,000 | -64.2% | 7,054 | -63.4% | 0.44% | -39.3% |
| Q1 2022 | $2,353,000 | -69.6% | 19,279 | -67.9% | 0.73% | -47.4% |
| Q4 2021 | $7,731,000 | +266.2% | 60,082 | +270.5% | 1.38% | +112.9% |
| Q3 2021 | $2,111,000 | -28.5% | 16,215 | -28.3% | 0.65% | +7.1% |
| Q2 2021 | $2,952,000 | -78.7% | 22,612 | -78.3% | 0.61% | -81.8% |
| Q4 2020 | $13,842,000 | +758.7% | 104,089 | +762.5% | 3.34% | +4.5% |
| Q3 2020 | $1,612,000 | +607.0% | 12,068 | +607.0% | 3.19% | +226.7% |
| Q2 2020 | $228,000 | – | 1,707 | – | 0.98% | – |
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% |