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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $335,000 | -5.4% | 2,741 | -0.4% | 0.04% | +25.0% |
| Q4 2021 | $354,000 | -1.1% | 2,752 | 0.0% | 0.03% | -11.1% |
| Q3 2021 | $358,000 | -0.3% | 2,752 | 0.0% | 0.04% | -2.7% |
| Q2 2021 | $359,000 | -23.5% | 2,752 | -23.8% | 0.04% | -33.9% |
| Q1 2021 | $469,000 | -9.8% | 3,612 | -7.7% | 0.06% | -20.0% |
| Q4 2020 | $520,000 | -59.5% | 3,912 | -59.3% | 0.07% | -64.3% |
| Q3 2020 | $1,284,000 | -49.2% | 9,612 | -49.2% | 0.20% | -58.1% |
| Q2 2020 | $2,528,000 | -17.8% | 18,912 | -18.0% | 0.47% | -44.2% |
| Q1 2020 | $3,076,000 | -83.1% | 23,069 | -84.0% | 0.84% | -85.1% |
| Q4 2019 | $18,182,000 | -19.8% | 144,585 | -19.1% | 5.63% | -20.1% |
| Q3 2019 | $22,665,000 | +17.6% | 178,745 | +16.6% | 7.05% | +16.4% |
| Q2 2019 | $19,274,000 | +2.9% | 153,259 | +0.8% | 6.06% | -1.6% |
| Q1 2019 | $18,727,000 | – | 152,001 | – | 6.16% | – |
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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% |