ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 149 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $5,153,000 | -5.3% | 43,273 | -4.5% | 1.65% | -9.1% |
| Q2 2018 | $5,439,000 | -56.5% | 45,323 | -56.4% | 1.82% | -55.0% |
| Q1 2018 | $12,516,000 | -19.5% | 104,030 | -18.3% | 4.04% | -6.8% |
| Q4 2017 | $15,552,000 | -6.6% | 127,311 | -5.6% | 4.33% | -10.5% |
| Q3 2017 | $16,650,000 | -20.1% | 134,805 | -20.0% | 4.84% | -20.3% |
| Q2 2017 | $20,830,000 | +13.0% | 168,566 | +12.5% | 6.07% | +6.3% |
| Q1 2017 | $18,437,000 | +2.4% | 149,831 | +1.9% | 5.71% | -2.5% |
| Q4 2016 | $18,006,000 | -9.8% | 146,972 | -6.8% | 5.86% | -15.2% |
| Q3 2016 | $19,962,000 | +29.7% | 157,752 | +30.5% | 6.90% | +26.6% |
| Q2 2016 | $15,390,000 | -7.9% | 120,853 | -9.0% | 5.46% | -7.8% |
| Q1 2016 | $16,718,000 | -18.4% | 132,733 | -20.6% | 5.92% | -57.5% |
| Q4 2015 | $20,488,000 | -8.1% | 167,098 | -6.6% | 13.94% | -12.5% |
| Q3 2015 | $22,301,000 | +88.8% | 178,908 | +86.2% | 15.93% | +303.6% |
| Q2 2015 | $11,813,000 | +4.5% | 96,068 | +5.6% | 3.95% | +11.2% |
| Q1 2015 | $11,300,000 | -14.6% | 91,003 | -15.8% | 3.55% | -15.1% |
| Q4 2014 | $13,226,000 | +6258.7% | 108,130 | +6205.0% | 4.18% | +7233.3% |
| Q3 2014 | $208,000 | -99.5% | 1,715 | -99.5% | 0.06% | -99.6% |
| Q3 2013 | $42,908,000 | – | 353,646 | – | 13.72% | – |
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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% |