ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 536 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,842 | -54.9% | 140 | -53.9% | 0.00% | -66.7% |
| Q2 2023 | $35,102 | +189.7% | 304 | +195.1% | 0.00% | +200.0% |
| Q1 2023 | $12,118 | +71182.4% | 103 | -28.5% | 0.00% | -50.0% |
| Q4 2022 | $17 | -100.0% | 144 | -95.7% | 0.00% | -94.9% |
| Q3 2022 | $382,000 | +72.1% | 3,340 | +79.4% | 0.04% | +77.3% |
| Q2 2022 | $222,000 | – | 1,862 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Freedom Investment Management, Inc. | 1,849,473 | $221,937,000 | 13.37% |
| VCU Investment Management Co | 290,964 | $34,916,000 | 10.44% |
| Financial Gravity Asset Management, Inc. | 85,053 | $10,196,000 | 9.56% |
| MATHER GROUP, LLC. | 731,804 | $87,816,000 | 8.57% |
| Virtue Capital Management, LLC | 135,725 | $16,287,000 | 7.92% |
| Trilogy Capital Inc. | 354,663 | $42,560,000 | 5.73% |
| KLS Professional Advisors Group, LLC | 270,309 | $32,437,000 | 5.53% |
| ARGI Investment Services, LLC | 715,387 | $85,893,000 | 5.43% |
| ALTFEST L J & CO INC | 120,499 | $14,460,000 | 5.38% |
| Avidian Wealth Solutions, LLC | 138 | $16,560,000 | 5.23% |