ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $853,000 | -5.1% | 6,990 | 0.0% | 0.31% | +3.3% |
| Q4 2021 | $899,000 | -1.2% | 6,990 | 0.0% | 0.30% | -11.0% |
| Q3 2021 | $910,000 | -3.7% | 6,990 | -3.5% | 0.34% | -3.4% |
| Q2 2021 | $945,000 | -2.2% | 7,240 | -2.7% | 0.35% | -11.9% |
| Q1 2021 | $966,000 | -0.3% | 7,440 | +2.1% | 0.40% | -3.4% |
| Q4 2020 | $969,000 | -5.7% | 7,290 | -5.3% | 0.41% | -16.4% |
| Q3 2020 | $1,028,000 | -0.1% | 7,695 | 0.0% | 0.49% | -7.2% |
| Q2 2020 | $1,029,000 | +32.4% | 7,695 | +32.1% | 0.53% | +7.3% |
| Q1 2020 | $777,000 | +6.1% | 5,825 | 0.0% | 0.49% | +44.4% |
| Q4 2019 | $732,000 | +50.9% | 5,825 | +52.3% | 0.34% | +43.5% |
| Q3 2019 | $485,000 | +0.8% | 3,825 | 0.0% | 0.24% | -4.8% |
| Q2 2019 | $481,000 | +2.1% | 3,825 | 0.0% | 0.25% | -0.8% |
| Q1 2019 | $471,000 | +5.6% | 3,825 | +4.1% | 0.25% | -8.1% |
| Q4 2018 | $446,000 | +10.9% | 3,675 | +8.9% | 0.27% | +37.9% |
| Q3 2018 | $402,000 | -0.7% | 3,375 | 0.0% | 0.20% | -8.8% |
| Q2 2018 | $405,000 | -3.3% | 3,375 | -2.9% | 0.22% | -4.0% |
| Q1 2018 | $419,000 | -1.4% | 3,475 | 0.0% | 0.23% | +5.1% |
| Q4 2017 | $425,000 | -0.9% | 3,475 | 0.0% | 0.22% | -4.9% |
| Q3 2017 | $429,000 | +12.9% | 3,475 | +13.0% | 0.23% | +7.6% |
| Q2 2017 | $380,000 | +0.5% | 3,075 | 0.0% | 0.21% | -2.3% |
| Q1 2017 | $378,000 | +0.3% | 3,075 | 0.0% | 0.22% | -6.9% |
| Q4 2016 | $377,000 | -25.0% | 3,075 | -22.6% | 0.23% | -26.9% |
| Q3 2016 | $503,000 | +2.0% | 3,975 | +2.6% | 0.32% | -1.6% |
| Q2 2016 | $493,000 | +16.0% | 3,875 | +14.8% | 0.32% | +11.5% |
| Q1 2016 | $425,000 | +134.8% | 3,375 | +128.8% | 0.29% | +138.0% |
| Q4 2015 | $181,000 | +24.0% | 1,475 | +25.5% | 0.12% | +11.0% |
| Q3 2015 | $146,000 | – | 1,175 | – | 0.11% | – |
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% |