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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,000 | -99.5% | 15 | -99.5% | 0.00% | -100.0% |
| Q4 2019 | $412,000 | -1.0% | 3,278 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $416,000 | -8.4% | 3,278 | -9.2% | 0.06% | 0.0% |
| Q2 2019 | $454,000 | +2.0% | 3,612 | 0.0% | 0.06% | +1.7% |
| Q1 2019 | $445,000 | 0.0% | 3,612 | -1.5% | 0.06% | -11.8% |
| Q4 2018 | $445,000 | +1.8% | 3,667 | 0.0% | 0.07% | +17.2% |
| Q3 2018 | $437,000 | -0.7% | 3,667 | 0.0% | 0.06% | -13.4% |
| Q2 2018 | $440,000 | -0.5% | 3,667 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $442,000 | +3.5% | 3,667 | +5.0% | 0.07% | +6.3% |
| Q4 2017 | $427,000 | +7.0% | 3,492 | +8.1% | 0.06% | -10.0% |
| Q3 2017 | $399,000 | -38.0% | 3,229 | -38.0% | 0.07% | -34.0% |
| Q2 2017 | $644,000 | +77.4% | 5,210 | +76.5% | 0.11% | +58.2% |
| Q1 2017 | $363,000 | – | 2,952 | – | 0.07% | – |
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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% |