ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 150 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,654,000 | -64.1% | 13,444 | -64.2% | 0.05% | -59.3% |
| Q4 2016 | $4,601,000 | -76.0% | 37,555 | -75.2% | 0.11% | -75.2% |
| Q3 2016 | $19,182,000 | +79.3% | 151,591 | +80.5% | 0.46% | +105.4% |
| Q2 2016 | $10,698,000 | +71.8% | 84,007 | +69.9% | 0.22% | +26.1% |
| Q1 2016 | $6,227,000 | +0.2% | 49,441 | -2.4% | 0.18% | +66.0% |
| Q4 2015 | $6,212,000 | -45.7% | 50,665 | -44.7% | 0.11% | -43.3% |
| Q3 2015 | $11,430,000 | +112.4% | 91,696 | +111.6% | 0.19% | +71.6% |
| Q1 2015 | $5,382,000 | +523.6% | 43,343 | +514.1% | 0.11% | +678.6% |
| Q4 2014 | $863,000 | -84.9% | 7,058 | -85.0% | 0.01% | -87.4% |
| Q3 2014 | $5,727,000 | +7.1% | 47,207 | +7.5% | 0.11% | +33.7% |
| Q2 2014 | $5,349,000 | +33.1% | 43,917 | +31.9% | 0.08% | +66.0% |
| Q1 2014 | $4,019,000 | +168.5% | 33,298 | +167.0% | 0.05% | +194.1% |
| Q4 2013 | $1,497,000 | -44.7% | 12,473 | -44.1% | 0.02% | -50.0% |
| Q3 2013 | $2,705,000 | – | 22,294 | – | 0.03% | – |
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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% |