ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 529 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $350,414 | -3.4% | 3,040 | -1.4% | 0.03% | -6.2% |
| Q1 2023 | $362,583 | -18.1% | 3,082 | -20.0% | 0.03% | -15.8% |
| Q4 2022 | $442,635 | -5.2% | 3,853 | -5.6% | 0.04% | -19.1% |
| Q3 2022 | $467,000 | -50.4% | 4,083 | -48.2% | 0.05% | -48.4% |
| Q2 2022 | $941,000 | +41.1% | 7,888 | +44.4% | 0.09% | +56.9% |
| Q1 2022 | $667,000 | +233.5% | 5,464 | +250.7% | 0.06% | +262.5% |
| Q4 2021 | $200,000 | -27.5% | 1,558 | -26.5% | 0.02% | -33.3% |
| Q3 2021 | $276,000 | +24.9% | 2,121 | +25.2% | 0.02% | +33.3% |
| Q2 2021 | $221,000 | -20.8% | 1,694 | -21.0% | 0.02% | -28.0% |
| Q1 2021 | $279,000 | -7.3% | 2,145 | -5.3% | 0.02% | -10.7% |
| Q4 2020 | $301,000 | -2.9% | 2,266 | -2.3% | 0.03% | -3.4% |
| Q3 2020 | $310,000 | -6.9% | 2,320 | -6.9% | 0.03% | -9.4% |
| Q2 2020 | $333,000 | +9.5% | 2,491 | +9.3% | 0.03% | -8.6% |
| Q1 2020 | $304,000 | -14.8% | 2,279 | -19.7% | 0.04% | +12.9% |
| Q4 2019 | $357,000 | -11.2% | 2,838 | -10.4% | 0.03% | -16.2% |
| Q3 2019 | $402,000 | -10.9% | 3,168 | -11.7% | 0.04% | -11.9% |
| Q2 2019 | $451,000 | -4.2% | 3,588 | -6.2% | 0.04% | -6.7% |
| Q1 2019 | $471,000 | +22.7% | 3,827 | +20.8% | 0.04% | -8.2% |
| Q4 2018 | $384,000 | +1.1% | 3,167 | -0.7% | 0.05% | +16.7% |
| Q3 2018 | $380,000 | +5.3% | 3,188 | +6.1% | 0.04% | 0.0% |
| Q2 2018 | $361,000 | – | 3,006 | – | 0.04% | – |
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% |