Cordasco Financial Network - ISHARES TR ownership

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
Cordasco Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$29,000
+480.0%
240
+515.4%
0.02%
+600.0%
Q1 2022$5,0000.0%390.0%0.00%0.0%
Q4 2021$5,0000.0%390.0%0.00%0.0%
Q3 2021$5,0000.0%390.0%0.00%0.0%
Q2 2021$5,0000.0%390.0%0.00%
-25.0%
Q1 2021$5,0000.0%390.0%0.00%0.0%
Q4 2020$5,0000.0%390.0%0.00%0.0%
Q3 2020$5,0000.0%390.0%0.00%
-20.0%
Q2 2020$5,000
+400.0%
39
+457.1%
0.01%
+400.0%
Q1 2020$1,0000.0%70.0%0.00%0.0%
Q4 2019$1,0000.0%70.0%0.00%0.0%
Q3 2019$1,0000.0%70.0%0.00%0.0%
Q2 2019$1,0000.0%70.0%0.00%0.0%
Q1 2019$1,0000.0%70.0%0.00%0.0%
Q4 2018$1,0000.0%70.0%0.00%0.0%
Q3 2018$1,0000.0%70.0%0.00%0.0%
Q2 2018$1,00070.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders