ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 405 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,464 | -19.1% | 3,300 | -17.6% | 0.01% | -22.2% |
| Q2 2023 | $461,881 | -83.2% | 4,007 | -82.9% | 0.02% | -84.1% |
| Q1 2023 | $2,751,931 | +459.3% | 23,391 | +446.3% | 0.11% | +352.0% |
| Q4 2022 | $491,999 | +24500.0% | 4,282 | +25088.2% | 0.02% | – |
| Q1 2022 | $2,000 | -99.6% | 17 | -99.6% | 0.00% | -100.0% |
| Q2 2021 | $542,000 | -28.3% | 4,157 | -28.6% | 0.03% | -40.0% |
| Q1 2021 | $756,000 | -56.6% | 5,822 | -55.5% | 0.04% | -62.5% |
| Q4 2020 | $1,741,000 | +657.0% | 13,086 | +660.4% | 0.12% | +36.4% |
| Q3 2020 | $230,000 | -88.7% | 1,721 | -88.7% | 0.09% | -51.4% |
| Q2 2020 | $2,040,000 | -60.7% | 15,263 | -60.8% | 0.18% | -67.2% |
| Q1 2020 | $5,189,000 | +2108.1% | 38,916 | +1981.1% | 0.55% | +2961.1% |
| Q4 2019 | $235,000 | -26.6% | 1,870 | -26.1% | 0.02% | -71.9% |
| Q3 2016 | $320,000 | -3.3% | 2,530 | -2.7% | 0.06% | -5.9% |
| Q2 2016 | $331,000 | -14.5% | 2,600 | -15.3% | 0.07% | -20.9% |
| Q1 2016 | $387,000 | +13.2% | 3,070 | +10.0% | 0.09% | +14.7% |
| Q4 2015 | $342,000 | -10.9% | 2,790 | -9.5% | 0.08% | -22.7% |
| Q3 2015 | $384,000 | +72.2% | 3,082 | +69.8% | 0.10% | +83.0% |
| Q2 2015 | $223,000 | -16.5% | 1,815 | -15.6% | 0.05% | -10.2% |
| Q1 2015 | $267,000 | -89.7% | 2,150 | -90.0% | 0.06% | -95.1% |
| Q2 2013 | $2,603,000 | – | 21,554 | – | 1.20% | – |
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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% |