ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 531 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $132,398 | +5.0% | 1,170 | +6.3% | 0.02% | +14.3% |
| Q2 2023 | $126,142 | -2.6% | 1,101 | -0.4% | 0.01% | -12.5% |
| Q1 2023 | $129,540 | +2.0% | 1,105 | 0.0% | 0.02% | -5.9% |
| Q4 2022 | $126,953 | -40.7% | 1,105 | -41.0% | 0.02% | -51.4% |
| Q3 2022 | $214,000 | -35.9% | 1,873 | -33.0% | 0.04% | -30.0% |
| Q2 2022 | $334,000 | -1.8% | 2,796 | +0.3% | 0.05% | +13.6% |
| Q1 2022 | $340,000 | +51.1% | 2,788 | +59.1% | 0.04% | +51.7% |
| Q4 2021 | $225,000 | +7.7% | 1,752 | +9.4% | 0.03% | +3.6% |
| Q3 2021 | $209,000 | +0.5% | 1,602 | +0.7% | 0.03% | -3.4% |
| Q2 2021 | $208,000 | +1.0% | 1,591 | +0.1% | 0.03% | -3.3% |
| Q1 2021 | $206,000 | -44.5% | 1,589 | -43.0% | 0.03% | -49.2% |
| Q4 2020 | $371,000 | +3.6% | 2,788 | +4.1% | 0.06% | +13.5% |
| Q3 2020 | $358,000 | -0.3% | 2,679 | -0.4% | 0.05% | +15.6% |
| Q2 2020 | $359,000 | -71.3% | 2,689 | -73.6% | 0.04% | -86.2% |
| Q2 2015 | $1,252,000 | +6489.5% | 10,190 | +6390.4% | 0.32% | +5316.7% |
| Q3 2014 | $19,000 | -96.5% | 157 | -96.5% | 0.01% | -96.8% |
| Q2 2014 | $540,000 | – | 4,434 | – | 0.18% | – |
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% |