ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,539,000 | -31.6% | 44,986 | -30.4% | 1.63% | -26.7% |
| Q2 2017 | $8,103,000 | +40.8% | 64,602 | +38.1% | 2.22% | +24.7% |
| Q1 2017 | $5,756,000 | -34.3% | 46,775 | -34.6% | 1.78% | -27.7% |
| Q4 2016 | $8,759,000 | -0.8% | 71,497 | +2.4% | 2.47% | -1.7% |
| Q3 2016 | $8,834,000 | -0.7% | 69,811 | -0.1% | 2.51% | -8.0% |
| Q2 2016 | $8,897,000 | +9.6% | 69,864 | +8.4% | 2.73% | +19.7% |
| Q1 2016 | $8,115,000 | -8.9% | 64,426 | -11.3% | 2.28% | -11.5% |
| Q4 2015 | $8,907,000 | +41.3% | 72,647 | +43.6% | 2.57% | +38.5% |
| Q3 2015 | $6,305,000 | -12.6% | 50,584 | -13.7% | 1.86% | -4.3% |
| Q2 2015 | $7,211,000 | -18.9% | 58,647 | -18.1% | 1.94% | -5.4% |
| Q1 2015 | $8,888,000 | +12.5% | 71,583 | +10.7% | 2.05% | +7.0% |
| Q4 2014 | $7,902,000 | +1.3% | 64,684 | +0.6% | 1.92% | -12.0% |
| Q3 2014 | $7,798,000 | +2.3% | 64,278 | +2.7% | 2.18% | -1.2% |
| Q2 2014 | $7,621,000 | +5.0% | 62,573 | +4.1% | 2.21% | +0.6% |
| Q1 2014 | $7,259,000 | -7.2% | 60,132 | -7.6% | 2.19% | -7.5% |
| Q4 2013 | $7,820,000 | -1.0% | 65,074 | -0.0% | 2.37% | -8.5% |
| Q3 2013 | $7,898,000 | -2.0% | 65,098 | -2.5% | 2.59% | +4.5% |
| Q2 2013 | $8,059,000 | – | 66,744 | – | 2.48% | – |
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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% |